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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 | $28,277 | $108,825-74.0% | $156,181-81.9% | $82,448-65.7% |
| Participation rate | 90.9% | 72.4%+18.5pp | 78.8%+12.1pp | 68.1%+22.8pp |
| Annual return | 18.42% | 20.59%-2.2pp | 64.87%-46.5pp | 41.64%-23.2pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,448 | $4,577-2.8% | $6,132-27.5% | $4,139+7.5% |
| Admin fee / account holder | $3,464 | $9,341-62.9% | $14,586-76.3% | $7,234-52.1% |