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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 | $17,388 | $72,027-75.9% | $185,835-90.6% | $79,852-78.2% |
| Participation rate | 91.7% | 65.8%+25.9pp | 78.0%+13.6pp | 69.6%+22.0pp |
| Annual return | 40.13% | 23.13%+17.0pp | 35.96%+4.2pp | 31.72%+8.4pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,087-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,642 | $3,780-56.6% | $5,633-70.8% | $3,740-56.1% |
| Admin fee / account holder | $629 | $4,513-86.1% | $9,502-93.4% | $5,306-88.2% |