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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 | $12,954 | $114,712-88.7% | $173,730-92.5% | $87,485-85.2% |
| Participation rate | 90.0% | 73.0%+17.0pp | 79.6%+10.4pp | 68.9%+21.1pp |
| Annual return | 74.36% | 20.18%+54.2pp | 19.96%+54.4pp | 26.06%+48.3pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $4,577-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,236 | $4,642-51.8% | $6,326-64.7% | $4,274-47.7% |
| Admin fee / account holder | $5,804 | $10,210-43.2% | $17,523-66.9% | $7,775-25.3% |