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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 | $20,804 | $98,240-78.8% | $82,312-74.7% | $147,586-85.9% |
| Participation rate | 72.2% | 79.7%-7.5pp | 76.9%-4.7pp | 82.8%-10.6pp |
| Annual return | 26.81% | 30.85%-4.0pp | 25.88%+0.9pp | 578.59%-551.8pp |
| Employer contribution / active EE | $0 | $3,192-100.0% | $2,428-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $10,932 | $4,383+149.4% | $3,706+195.0% | $5,439+101.0% |
| Admin fee / account holder | $3,420 | $8,563-60.1% | $5,608-39.0% | $10,886-68.6% |