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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 | $22,305 | $106,749-79.1% | $145,433-84.7% | $82,448-72.9% |
| Participation rate | 89.4% | 75.6%+13.7pp | 82.1%+7.2pp | 68.1%+21.3pp |
| Annual return | 16.29% | 27.59%-11.3pp | 66.58%-50.3pp | 41.64%-25.3pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,198 | $6,519-35.6% | $7,897-46.8% | $4,139+1.4% |
| Admin fee / account holder | $907 | $8,390-89.2% | $13,129-93.1% | $7,234-87.5% |