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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 | $3,651 | $111,535-96.7% | $105,223-96.5% | $137,256-97.3% |
| Participation rate | 76.5% | 78.1%-1.6pp | 75.0%+1.4pp | 80.0%-3.5pp |
| Annual return | 28.40% | 237.85%-209.5pp | 180.65%-152.3pp | 220.34%-191.9pp |
| Employer contribution / active EE | $0 | $3,939-100.0% | $3,689-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,574 | $5,500-53.2% | $5,072-49.3% | $6,407-59.8% |
| Admin fee / account holder | $1,048 | $9,721-89.2% | $8,859-88.2% | $12,270-91.5% |