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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 | $21,138 | $98,776-78.6% | $149,745-85.9% | $79,856-73.5% |
| Participation rate | 93.8% | 75.8%+18.0pp | 82.5%+11.3pp | 69.6%+24.1pp |
| Annual return | 26.39% | 27.38%-1.0pp | 276.72%-250.3pp | 31.71%-5.3pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $9,998 | $5,681+76.0% | $6,843+46.1% | $3,741+167.3% |
| Admin fee / account holder | $1,363 | $6,053-77.5% | $9,312-85.4% | $5,306-74.3% |