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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 | $18,590 | $99,994-81.4% | $146,647-87.3% | $85,851-78.3% |
| Participation rate | 72.5% | 73.1%-0.6pp | 80.1%-7.6pp | 69.3%+3.1pp |
| Annual return | 15.40% | 18.93%-3.5pp | 22.75%-7.3pp | 318.63%-303.2pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,137-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,964 | $4,006-51.0% | $5,506-64.3% | $3,952-50.3% |
| Admin fee / account holder | $2,926 | $7,703-62.0% | $10,281-71.5% | $6,261-53.3% |