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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 | $15,219 | $101,795-85.0% | $165,100-90.8% | $80,959-81.2% |
| Participation rate | 77.3% | 71.8%+5.4pp | 78.6%-1.4pp | 67.7%+9.6pp |
| Annual return | 18.41% | 16.73%+1.7pp | 70.21%-51.8pp | 35.67%-17.3pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,348-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,750 | $4,476-38.6% | $6,035-54.4% | $4,300-36.0% |
| Admin fee / account holder | $1,421 | $8,221-82.7% | $12,696-88.8% | $6,925-79.5% |