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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 | $32,806 | $97,648-66.4% | $121,663-73.0% | $87,485-62.5% |
| Participation rate | 84.3% | 70.5%+13.8pp | 74.5%+9.8pp | 68.9%+15.4pp |
| Annual return | 18.76% | 18.03%+0.7pp | 147.54%-128.8pp | 26.06%-7.3pp |
| Employer contribution / active EE | $0 | $2,300-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,157 | $3,923-45.0% | $4,887-55.9% | $4,274-49.5% |
| Admin fee / account holder | $1,141 | $11,100-89.7% | $14,289-92.0% | $7,775-85.3% |