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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 | $9,593 | $98,760-90.3% | $149,715-93.6% | $79,858-88.0% |
| Participation rate | 87.1% | 75.8%+11.3pp | 82.5%+4.6pp | 69.6%+17.5pp |
| Annual return | 23.45% | 27.43%-4.0pp | 276.66%-253.2pp | 31.72%-8.3pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,944 | $5,681-48.2% | $6,842-57.0% | $3,740-21.3% |
| Admin fee / account holder | $1,780 | $6,053-70.6% | $9,310-80.9% | $5,306-66.4% |