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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 | $9,366 | $77,908-88.0% | $149,696-93.7% | $75,173-87.5% |
| Participation rate | 91.9% | 65.6%+26.3pp | 78.8%+13.1pp | 67.2%+24.7pp |
| Annual return | 15.97% | 31.73%-15.8pp | 134.46%-118.5pp | 160.72%-144.7pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,776 | $3,411+10.7% | $5,682-33.6% | $4,126-8.5% |
| Admin fee / account holder | $932 | $5,950-84.3% | $13,212-92.9% | $5,651-83.5% |