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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 | $17,565 | $74,535-76.4% | $100,712-82.6% | $82,637-78.7% |
| Participation rate | 87.5% | 61.2%+26.3pp | 69.3%+18.2pp | 68.1%+19.4pp |
| Annual return | 17.29% | 18.92%-1.6pp | 33.27%-16.0pp | 53.51%-36.2pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,313-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,622 | $3,074-14.7% | $4,085-35.8% | $4,126-36.5% |
| Admin fee / account holder | $2,369 | $6,576-64.0% | $9,256-74.4% | $7,339-67.7% |