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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 | $13,561 | $106,864-87.3% | $147,318-90.8% | $82,637-83.6% |
| Participation rate | 77.8% | 75.5%+2.3pp | 82.1%-4.3pp | 68.1%+9.7pp |
| Annual return | 22.32% | 27.49%-5.2pp | 70.43%-48.1pp | 53.51%-31.2pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $5,409 | $6,496-16.7% | $7,906-31.6% | $4,126+31.1% |
| Admin fee / account holder | $1,353 | $8,415-83.9% | $13,708-90.1% | $7,339-81.6% |