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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 | $27,165 | $91,559-70.3% | $133,959-79.7% | $79,858-66.0% |
| Participation rate | 79.1% | 73.3%+5.7pp | 79.8%-0.8pp | 69.6%+9.4pp |
| Annual return | 21.18% | 61.85%-40.7pp | 45.09%-23.9pp | 31.72%-10.5pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,105 | $3,734-16.8% | $5,047-38.5% | $3,740-17.0% |
| Admin fee / account holder | $850 | $6,321-86.5% | $8,928-90.5% | $5,306-84.0% |