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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 | $27,595 | $91,559-69.9% | $133,978-79.4% | $79,856-65.4% |
| Participation rate | 96.6% | 73.3%+23.2pp | 79.8%+16.7pp | 69.6%+26.9pp |
| Annual return | 20.51% | 61.85%-41.3pp | 45.10%-24.6pp | 31.71%-11.2pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $8,265 | $3,734+121.4% | $5,047+63.8% | $3,741+121.0% |
| Admin fee / account holder | $1,809 | $6,321-71.4% | $8,930-79.7% | $5,306-65.9% |