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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 | $19,227 | $106,864-82.0% | $147,318-86.9% | $82,637-76.7% |
| Participation rate | 84.1% | 75.5%+8.6pp | 82.1%+2.0pp | 68.1%+16.0pp |
| Annual return | 24.44% | 27.49%-3.0pp | 70.43%-46.0pp | 53.51%-29.1pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,770 | $6,496-42.0% | $7,906-52.3% | $4,126-8.6% |
| Admin fee / account holder | $1,188 | $8,415-85.9% | $13,708-91.3% | $7,339-83.8% |