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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 | $5,348 | $93,589-94.3% | $135,942-96.1% | $75,181-92.9% |
| Participation rate | 89.7% | 75.2%+14.5pp | 81.9%+7.7pp | 67.2%+22.5pp |
| Annual return | 23.65% | 30.90%-7.2pp | 68.28%-44.6pp | 160.69%-137.0pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,858-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,540 | $6,405-44.7% | $7,759-54.4% | $4,126-14.2% |
| Admin fee / account holder | $1,152 | $6,977-83.5% | $10,764-89.3% | $5,650-79.6% |