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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 | $18,138 | $106,749-83.0% | $145,433-87.5% | $82,448-78.0% |
| Participation rate | 94.2% | 75.6%+18.6pp | 82.1%+12.1pp | 68.1%+26.2pp |
| Annual return | 17.20% | 27.59%-10.4pp | 66.58%-49.4pp | 41.64%-24.4pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,722 | $6,519-12.2% | $7,897-27.5% | $4,139+38.2% |
| Admin fee / account holder | $892 | $8,390-89.4% | $13,129-93.2% | $7,234-87.7% |