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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 | $13,421 | $132,099-89.8% | $115,599-88.4% | $138,895-90.3% |
| Participation rate | 70.6% | 77.9%-7.3pp | 74.3%-3.7pp | 79.9%-9.3pp |
| Annual return | 17.97% | 176.76%-158.8pp | 111.10%-93.1pp | 145.39%-127.4pp |
| Employer contribution / active EE | $0 | $3,416-100.0% | $2,955-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,852 | $5,617-67.0% | $4,889-62.1% | $6,396-71.1% |
| Admin fee / account holder | $1,498 | $15,650-90.4% | $12,841-88.3% | $12,562-88.1% |