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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 | $4,351 | $162,821-97.3% | $133,978-96.8% | $158,982-97.3% |
| Participation rate | 80.0% | 83.2%-3.2pp | 79.8%+0.2pp | 82.0%-2.0pp |
| Annual return | 27.14% | 41.95%-14.8pp | 45.10%-18.0pp | 302.99%-275.8pp |
| Employer contribution / active EE | $0 | $4,976-100.0% | $3,919-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,610 | $5,910-38.9% | $5,047-28.5% | $5,983-39.7% |
| Admin fee / account holder | $2,794 | $11,742-76.2% | $8,930-68.7% | $11,252-75.2% |