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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 | $4,461 | $69,248-93.6% | $64,101-93.0% | $139,466-96.8% |
| Participation rate | 75.0% | 75.6%-0.6pp | 72.3%+2.7pp | 80.3%-5.3pp |
| Annual return | 35.77% | 45.95%-10.2pp | 33.72%+2.0pp | 373.66%-337.9pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $2,749-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,358 | $4,682-49.6% | $3,881-39.2% | $6,712-64.9% |
| Admin fee / account holder | $428 | $4,247-89.9% | $3,070-86.1% | $11,409-96.3% |