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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 | $20,016 | $93,617-78.6% | $135,982-85.3% | $75,177-73.4% |
| Participation rate | 93.9% | 75.2%+18.7pp | 81.9%+12.0pp | 67.2%+26.7pp |
| Annual return | 22.49% | 30.89%-8.4pp | 68.32%-45.8pp | 160.75%-138.3pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,593 | $6,406-43.9% | $7,760-53.7% | $4,126-12.9% |
| Admin fee / account holder | $302 | $6,980-95.7% | $10,767-97.2% | $5,651-94.7% |