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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 | $13,615 | $69,977-80.5% | $108,582-87.5% | $62,881-78.3% |
| Participation rate | 95.9% | 72.9%+23.0pp | 79.6%+16.3pp | 69.3%+26.6pp |
| Annual return | 22.52% | 10.73%+11.8pp | -51.70%+74.2pp | 20.14%+2.4pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $7,117 | $3,165+124.9% | $4,311+65.1% | $3,203+122.2% |
| Admin fee / account holder | $1,291 | $5,076-74.6% | $7,645-83.1% | $4,296-69.9% |