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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 | $15,277 | $58,512-73.9% | $84,020-81.8% | $72,983-79.1% |
| Participation rate | 88.0% | 61.2%+26.8pp | 69.0%+19.0pp | 69.5%+18.5pp |
| Annual return | 24.52% | 28.93%-4.4pp | 71.31%-46.8pp | 81.01%-56.5pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,349 | $2,394+39.9% | $3,239+3.4% | $3,608-7.2% |
| Admin fee / account holder | $373 | $4,569-91.8% | $6,101-93.9% | $5,124-92.7% |