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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 | $21,269 | $88,672-76.0% | $105,223-79.8% | $82,448-74.2% |
| Participation rate | 81.1% | 67.9%+13.2pp | 75.0%+6.0pp | 68.1%+13.0pp |
| Annual return | 17.46% | 30.86%-13.4pp | 180.65%-163.2pp | 41.64%-24.2pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,834 | $4,036+19.8% | $5,072-4.7% | $4,139+16.8% |
| Admin fee / account holder | $533 | $7,146-92.5% | $8,859-94.0% | $7,234-92.6% |