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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 | $16,544 | $78,520-78.9% | $96,576-82.9% | $82,448-79.9% |
| Participation rate | 84.0% | 77.7%+6.3pp | 81.4%+2.6pp | 68.1%+15.9pp |
| Annual return | 15.06% | 41.30%-26.2pp | 38.47%-23.4pp | 41.64%-26.6pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,068 | $6,754-39.8% | $7,956-48.9% | $4,139-1.7% |
| Admin fee / account holder | $3,225 | $13,455-76.0% | $11,381-71.7% | $7,234-55.4% |