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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 | $20,438 | $77,574-73.7% | $108,753-81.2% | $86,983-76.5% |
| Participation rate | 81.8% | 62.3%+19.5pp | 71.1%+10.7pp | 69.5%+12.3pp |
| Annual return | 15.43% | 18.42%-3.0pp | 37.47%-22.0pp | 25.83%-10.4pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $2,427-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $3,190 | $3,128+2.0% | $4,115-22.5% | $4,194-23.9% |
| Admin fee / account holder | $3,581 | $6,529-45.1% | $10,320-65.3% | $7,856-54.4% |