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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 | $3,876 | $124,330-96.9% | $109,173-96.4% | $167,536-97.7% |
| Participation rate | 92.3% | 79.5%+12.9pp | 75.9%+16.4pp | 82.1%+10.2pp |
| Annual return | 15.47% | 26.04%-10.6pp | 25.75%-10.3pp | 478.82%-463.3pp |
| Employer contribution / active EE | $0 | $4,209-100.0% | $3,723-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $3,019 | $5,256-42.6% | $4,654-35.1% | $6,342-52.4% |
| Admin fee / account holder | $2,042 | $7,974-74.4% | $6,755-69.8% | $12,315-83.4% |