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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 | $5,323 | $108,882-95.1% | $96,754-94.5% | $154,746-96.6% |
| Participation rate | 80.0% | 75.1%+4.9pp | 70.3%+9.7pp | 80.7%-0.7pp |
| Annual return | 16.17% | 98.39%-82.2pp | 82.04%-65.9pp | 172.34%-156.2pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,679-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,187 | $5,323-77.7% | $4,758-75.0% | $6,730-82.4% |
| Admin fee / account holder | $710 | $10,200-93.0% | $8,905-92.0% | $14,365-95.1% |