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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 | $18,259 | $71,230-74.4% | $93,727-80.5% | $80,959-77.4% |
| Participation rate | 80.6% | 60.4%+20.3pp | 68.7%+11.9pp | 67.7%+13.0pp |
| Annual return | 17.14% | 11.26%+5.9pp | 133.83%-116.7pp | 35.67%-18.5pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,421-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $6,192 | $4,037+53.4% | $4,417+40.2% | $4,300+44.0% |
| Admin fee / account holder | $451 | $6,961-93.5% | $8,292-94.6% | $6,925-93.5% |