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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 | $2,997 | $88,672-96.6% | $105,223-97.2% | $82,448-96.4% |
| Participation rate | 88.9% | 67.9%+21.0pp | 75.0%+13.8pp | 68.1%+20.8pp |
| Annual return | 25.57% | 30.86%-5.3pp | 180.65%-155.1pp | 41.64%-16.1pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,964 | $4,036-51.3% | $5,072-61.3% | $4,139-52.6% |
| Admin fee / account holder | $672 | $7,146-90.6% | $8,859-92.4% | $7,234-90.7% |