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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 | $20,973 | $78,423-73.3% | $95,964-78.1% | $79,856-73.7% |
| Participation rate | 84.9% | 73.5%+11.4pp | 77.1%+7.8pp | 69.6%+15.3pp |
| Annual return | 23.33% | 19.37%+4.0pp | 91.64%-68.3pp | 31.71%-8.4pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $7,240 | $3,440+110.5% | $4,167+73.8% | $3,741+93.6% |
| Admin fee / account holder | $2,624 | $5,622-53.3% | $6,797-61.4% | $5,306-50.5% |