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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 | $11,016 | $93,598-88.2% | $135,974-91.9% | $75,173-85.3% |
| Participation rate | 90.0% | 75.2%+14.8pp | 81.9%+8.1pp | 67.2%+22.8pp |
| Annual return | 19.15% | 30.89%-11.7pp | 68.30%-49.2pp | 160.72%-141.6pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,801 | $6,405-25.0% | $7,760-38.1% | $4,126+16.4% |
| Admin fee / account holder | $935 | $6,978-86.6% | $10,767-91.3% | $5,651-83.4% |