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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 | $110,137-88.2% | $161,149-92.0% | $82,637-84.3% |
| Participation rate | 90.0% | 72.4%+17.6pp | 78.8%+11.2pp | 68.1%+21.9pp |
| Annual return | 74.36% | 20.69%+53.7pp | 21.16%+53.2pp | 53.51%+20.9pp |
| Employer contribution / active EE | $0 | $2,856-100.0% | $4,360-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,236 | $4,575-51.1% | $6,153-63.7% | $4,126-45.8% |
| Admin fee / account holder | $5,804 | $9,467-38.7% | $15,194-61.8% | $7,339-20.9% |