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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 | $19,313 | $88,672-78.2% | $105,223-81.6% | $82,448-76.6% |
| Participation rate | 84.0% | 67.9%+16.1pp | 75.0%+9.0pp | 68.1%+15.9pp |
| Annual return | 27.13% | 30.86%-3.7pp | 180.65%-153.5pp | 41.64%-14.5pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,230 | $4,036+4.8% | $5,072-16.6% | $4,139+2.2% |
| Admin fee / account holder | $1,190 | $7,146-83.3% | $8,859-86.6% | $7,234-83.6% |