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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 | $16,912 | $78,707-78.5% | $117,861-85.7% | $70,126-75.9% |
| Participation rate | 78.5% | 73.2%+5.3pp | 79.7%-1.2pp | 69.5%+8.9pp |
| Annual return | 17.74% | 23.30%-5.6pp | 335.11%-317.4pp | 73.15%-55.4pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,023 | $3,297-38.6% | $4,482-54.9% | $3,332-39.3% |
| Admin fee / account holder | $2,846 | $5,066-43.8% | $8,021-64.5% | $4,645-38.7% |