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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 | $94,031-84.7% | $115,768-87.6% | $82,448-82.6% |
| Participation rate | 70.4% | 70.4%0pp | 74.4%-4.0pp | 68.1%+2.3pp |
| Annual return | 14.09% | 20.61%-6.5pp | 100.46%-86.4pp | 41.64%-27.5pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $2,940-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,699 | $3,972+18.3% | $4,917-4.4% | $4,139+13.5% |
| Admin fee / account holder | $5,083 | $10,249-50.4% | $12,439-59.1% | $7,234-29.7% |