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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 | $10,082 | $85,171-88.2% | $172,752-94.2% | $72,975-86.2% |
| Participation rate | 72.2% | 70.1%+2.2pp | 82.6%-10.4pp | 69.5%+2.7pp |
| Annual return | 24.36% | 27.32%-3.0pp | 802.97%-778.6pp | 81.01%-56.7pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,137 | $3,260-65.1% | $5,198-78.1% | $3,608-68.5% |
| Admin fee / account holder | $374 | $5,880-93.6% | $13,955-97.3% | $5,124-92.7% |