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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 | $19,940 | $91,559-78.2% | $133,978-85.1% | $79,856-75.0% |
| Participation rate | 73.0% | 73.3%-0.3pp | 79.8%-6.8pp | 69.6%+3.4pp |
| Annual return | 11.95% | 61.85%-49.9pp | 45.10%-33.1pp | 31.71%-19.8pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,180 | $3,734-41.6% | $5,047-56.8% | $3,741-41.7% |
| Admin fee / account holder | $2,040 | $6,321-67.7% | $8,930-77.2% | $5,306-61.6% |