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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 | $17,188 | $93,598-81.6% | $135,974-87.4% | $75,173-77.1% |
| Participation rate | 83.3% | 75.2%+8.1pp | 81.9%+1.4pp | 67.2%+16.1pp |
| Annual return | 17.48% | 30.89%-13.4pp | 68.30%-50.8pp | 160.72%-143.2pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,790 | $6,405-25.2% | $7,760-38.3% | $4,126+16.1% |
| Admin fee / account holder | $3,727 | $6,978-46.6% | $10,767-65.4% | $5,651-34.0% |