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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 | $106,749-87.3% | $145,433-90.7% | $82,448-83.6% |
| Participation rate | 77.8% | 75.6%+2.1pp | 82.1%-4.3pp | 68.1%+9.7pp |
| Annual return | 22.32% | 27.59%-5.3pp | 66.58%-44.3pp | 41.64%-19.3pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,409 | $6,519-17.0% | $7,897-31.5% | $4,139+30.7% |
| Admin fee / account holder | $1,353 | $8,390-83.9% | $13,129-89.7% | $7,234-81.3% |