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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 | $10,817 | $124,980-91.3% | $108,359-90.0% | $154,746-93.0% |
| Participation rate | 83.3% | 75.2%+8.2pp | 70.1%+13.2pp | 80.7%+2.6pp |
| Annual return | 22.98% | 45.00%-22.0pp | 36.89%-13.9pp | 172.34%-149.4pp |
| Employer contribution / active EE | $0 | $2,851-100.0% | $2,399-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,180 | $4,743-54.0% | $4,137-47.3% | $6,730-67.6% |
| Admin fee / account holder | $1,017 | $11,502-91.2% | $9,741-89.6% | $14,365-92.9% |