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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 | $16,270 | $93,617-82.6% | $135,982-88.0% | $75,177-78.4% |
| Participation rate | 88.3% | 75.2%+13.1pp | 81.9%+6.4pp | 67.2%+21.1pp |
| Annual return | 18.53% | 30.89%-12.4pp | 68.32%-49.8pp | 160.75%-142.2pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,806 | $6,406-25.0% | $7,760-38.1% | $4,126+16.5% |
| Admin fee / account holder | $1,231 | $6,980-82.4% | $10,767-88.6% | $5,651-78.2% |