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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 | $18,497 | $76,834-75.9% | $108,359-82.9% | $87,485-78.9% |
| Participation rate | 93.0% | 61.7%+31.2pp | 70.1%+22.8pp | 68.9%+24.0pp |
| Annual return | 0.00% | 19.09%-19.1pp | 36.89%-36.9pp | 26.06%-26.1pp |
| Employer contribution / active EE | $3,200 | $1,556+105.6% | $2,399+33.4% | $2,596+23.2% |
| Participant deferral / active EE | $4,105 | $3,100+32.4% | $4,137-0.8% | $4,274-3.9% |
| Admin fee / account holder | $726 | $6,537-88.9% | $9,741-92.5% | $7,775-90.7% |