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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 | $9,589 | $88,672-89.2% | $105,223-90.9% | $82,448-88.4% |
| Participation rate | 82.9% | 67.9%+14.9pp | 75.0%+7.8pp | 68.1%+14.8pp |
| Annual return | 28.01% | 30.86%-2.8pp | 180.65%-152.6pp | 41.64%-13.6pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,715 | $4,036+16.8% | $5,072-7.0% | $4,139+13.9% |
| Admin fee / account holder | $1,661 | $7,146-76.8% | $8,859-81.2% | $7,234-77.0% |