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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 | $19,098 | $75,058-74.6% | $152,301-87.5% | $64,340-70.3% |
| Participation rate | 76.6% | 60.9%+15.7pp | 82.4%-5.8pp | 55.2%+21.4pp |
| Annual return | 17.66% | 29.93%-12.3pp | 80.50%-62.8pp | 24.14%-6.5pp |
| Employer contribution / active EE | $0 | $2,605-100.0% | $4,624-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $2,718 | $5,041-46.1% | $8,004-66.0% | $2,980-8.8% |
| Admin fee / account holder | $1,230 | $4,050-69.6% | $14,398-91.5% | $3,703-66.8% |