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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 | $19,703 | $89,370-78.0% | $141,197-86.0% | $72,976-73.0% |
| Participation rate | 96.8% | 75.1%+21.6pp | 82.5%+14.3pp | 69.5%+27.3pp |
| Annual return | 21.97% | 111.88%-89.9pp | 71.41%-49.4pp | 81.02%-59.0pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $6,025 | $5,419+11.2% | $6,710-10.2% | $3,608+67.0% |
| Admin fee / account holder | $1,278 | $5,957-78.5% | $10,265-87.6% | $5,124-75.1% |