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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 | $15,222 | $93,598-83.7% | $135,974-88.8% | $75,173-79.8% |
| Participation rate | 92.6% | 75.2%+17.4pp | 81.9%+10.7pp | 67.2%+25.4pp |
| Annual return | 21.38% | 30.89%-9.5pp | 68.30%-46.9pp | 160.72%-139.3pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $6,982 | $6,405+9.0% | $7,760-10.0% | $4,126+69.2% |
| Admin fee / account holder | $1,862 | $6,978-73.3% | $10,767-82.7% | $5,651-67.0% |