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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 | $19,681 | $93,617-79.0% | $135,982-85.5% | $75,177-73.8% |
| Participation rate | 88.5% | 75.2%+13.3pp | 81.9%+6.5pp | 67.2%+21.3pp |
| Annual return | 23.67% | 30.89%-7.2pp | 68.32%-44.7pp | 160.75%-137.1pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $9,582 | $6,406+49.6% | $7,760+23.5% | $4,126+132.2% |
| Admin fee / account holder | $1,870 | $6,980-73.2% | $10,767-82.6% | $5,651-66.9% |