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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 | $2,118 | $152,612-98.6% | $125,192-98.3% | $152,897-98.6% |
| Participation rate | 81.8% | 83.3%-1.5pp | 79.8%+2.0pp | 82.5%-0.6pp |
| Annual return | 36.48% | 54.85%-18.4pp | 43.79%-7.3pp | 345.43%-309.0pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,109 | $5,868-64.1% | $4,937-57.3% | $5,851-64.0% |
| Admin fee / account holder | $809 | $13,437-94.0% | $9,704-91.7% | $11,599-93.0% |