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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 | $15,186 | $93,345-83.7% | $119,126-87.3% | $87,485-82.6% |
| Participation rate | 87.0% | 68.7%+18.2pp | 75.8%+11.2pp | 68.9%+18.0pp |
| Annual return | 20.66% | 19.08%+1.6pp | 282.11%-261.4pp | 26.06%-5.4pp |
| Employer contribution / active EE | $0 | $3,172-100.0% | $4,034-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,806 | $4,099+41.6% | $5,318+9.2% | $4,274+35.8% |
| Admin fee / account holder | $5,700 | $8,039-29.1% | $10,693-46.7% | $7,775-26.7% |