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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 | $5,119 | $97,765-94.8% | $103,486-95.1% | $145,884-96.5% |
| Participation rate | 84.6% | 81.1%+3.5pp | 80.5%+4.1pp | 80.3%+4.3pp |
| Annual return | 12.53% | 25.44%-12.9pp | 23.93%-11.4pp | 551.85%-539.3pp |
| Employer contribution / active EE | $0 | $4,687-100.0% | $4,679-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,345 | $6,606-64.5% | $6,628-64.6% | $6,690-65.0% |
| Admin fee / account holder | $1,071 | $12,505-91.4% | $9,354-88.6% | $13,392-92.0% |