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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 | $19,138 | $106,864-82.1% | $147,318-87.0% | $82,637-76.8% |
| Participation rate | 80.8% | 75.5%+5.3pp | 82.1%-1.3pp | 68.1%+12.7pp |
| Annual return | 19.74% | 27.49%-7.8pp | 70.43%-50.7pp | 53.51%-33.8pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,835 | $6,496-41.0% | $7,906-51.5% | $4,126-7.1% |
| Admin fee / account holder | $870 | $8,415-89.7% | $13,708-93.6% | $7,339-88.1% |