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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 | $12,292 | $76,834-84.0% | $108,359-88.7% | $87,485-85.9% |
| Participation rate | 92.3% | 61.7%+30.6pp | 70.1%+22.2pp | 68.9%+23.4pp |
| Annual return | 16.69% | 19.09%-2.4pp | 36.89%-20.2pp | 26.06%-9.4pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | $2,399-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,778 | $3,100-10.4% | $4,137-32.9% | $4,274-35.0% |
| Admin fee / account holder | $2,563 | $6,537-60.8% | $9,741-73.7% | $7,775-67.0% |