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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 | $16,036 | $132,634-87.9% | $115,768-86.1% | $137,256-88.3% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.4%+14.5pp | 80.0%+8.9pp |
| Annual return | 17.22% | 160.70%-143.5pp | 100.46%-83.2pp | 220.34%-203.1pp |
| Employer contribution / active EE | $0 | $3,360-100.0% | $2,940-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,827 | $5,619-67.5% | $4,917-62.8% | $6,407-71.5% |
| Admin fee / account holder | $2,709 | $15,028-82.0% | $12,439-78.2% | $12,270-77.9% |