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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 | $12,368 | $106,749-88.4% | $145,433-91.5% | $82,448-85.0% |
| Participation rate | 82.1% | 75.6%+6.5pp | 82.1%0pp | 68.1%+14.1pp |
| Annual return | 19.32% | 27.59%-8.3pp | 66.58%-47.3pp | 41.64%-22.3pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,611 | $6,519-44.6% | $7,897-54.3% | $4,139-12.8% |
| Admin fee / account holder | $485 | $8,390-94.2% | $13,129-96.3% | $7,234-93.3% |