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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 | $106,864-79.1% | $147,318-84.9% | $82,637-73.0% |
| Participation rate | 89.4% | 75.5%+13.9pp | 82.1%+7.3pp | 68.1%+21.3pp |
| Annual return | 16.29% | 27.49%-11.2pp | 70.43%-54.1pp | 53.51%-37.2pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $4,198 | $6,496-35.4% | $7,906-46.9% | $4,126+1.7% |
| Admin fee / account holder | $907 | $8,415-89.2% | $13,708-93.4% | $7,339-87.6% |