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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,157 | $71,230-85.7% | $93,727-89.2% | $80,959-87.5% |
| Participation rate | 82.7% | 60.4%+22.3pp | 68.7%+13.9pp | 67.7%+15.0pp |
| Annual return | 11.94% | 11.26%+0.7pp | 133.83%-121.9pp | 35.67%-23.7pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,421-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,292 | $4,037-18.5% | $4,417-25.5% | $4,300-23.4% |
| Admin fee / account holder | $943 | $6,961-86.5% | $8,292-88.6% | $6,925-86.4% |