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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 | $106,524-82.0% | $152,301-87.4% | $87,485-78.0% |
| Participation rate | 84.1% | 75.8%+8.3pp | 82.4%+1.6pp | 68.9%+15.2pp |
| Annual return | 24.44% | 26.89%-2.4pp | 80.50%-56.1pp | 26.06%-1.6pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,770 | $6,525-42.2% | $8,004-52.9% | $4,274-11.8% |
| Admin fee / account holder | $1,188 | $8,287-85.7% | $14,398-91.7% | $7,775-84.7% |