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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 | $14,347 | $97,648-85.3% | $121,663-88.2% | $87,485-83.6% |
| Participation rate | 70.4% | 70.5%-0.1pp | 74.5%-4.1pp | 68.9%+1.4pp |
| Annual return | 14.09% | 18.03%-3.9pp | 147.54%-133.4pp | 26.06%-12.0pp |
| Employer contribution / active EE | $0 | $2,300-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,699 | $3,923+19.8% | $4,887-3.9% | $4,274+10.0% |
| Admin fee / account holder | $5,083 | $11,100-54.2% | $14,289-64.4% | $7,775-34.6% |