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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 | $10,712 | $89,259-88.0% | $107,187-90.0% | $82,637-87.0% |
| Participation rate | 84.6% | 67.9%+16.7pp | 75.0%+9.6pp | 68.1%+16.6pp |
| Annual return | 12.96% | 21.02%-8.1pp | 204.55%-191.6pp | 53.51%-40.5pp |
| Employer contribution / active EE | $0 | $3,080-100.0% | $3,782-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,014 | $4,037-25.4% | $5,096-40.9% | $4,126-27.0% |
| Admin fee / account holder | $790 | $7,381-89.3% | $9,162-91.4% | $7,339-89.2% |