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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 | $11,962 | $67,894-82.4% | $89,340-86.6% | $82,448-85.5% |
| Participation rate | 73.3% | 64.0%+9.3pp | 69.6%+3.8pp | 68.1%+5.3pp |
| Annual return | 15.91% | 19.21%-3.3pp | 20.57%-4.7pp | 41.64%-25.7pp |
| Employer contribution / active EE | $0 | $1,828-100.0% | $2,231-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,089 | $3,072-32.0% | $3,823-45.4% | $4,139-49.5% |
| Admin fee / account holder | $2,113 | $5,723-63.1% | $6,704-68.5% | $7,234-70.8% |