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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 | $9,983 | $79,449-87.4% | $189,558-94.7% | $85,856-88.4% |
| Participation rate | 84.0% | 66.0%+18.0pp | 78.5%+5.5pp | 69.3%+14.7pp |
| Annual return | 13.84% | 18.45%-4.6pp | 64.19%-50.3pp | 318.58%-304.7pp |
| Employer contribution / active EE | $0 | $2,081-100.0% | $4,412-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,299 | $4,051-43.2% | $6,174-62.8% | $3,952-41.8% |
| Admin fee / account holder | $738 | $5,377-86.3% | $9,809-92.5% | $6,261-88.2% |