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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 | $23,786 | $83,898-71.6% | $133,346-82.2% | $94,015-74.7% |
| Participation rate | 75.0% | 63.4%+11.6pp | 72.8%+2.2pp | 70.8%+4.2pp |
| Annual return | 18.57% | 16.00%+2.6pp | 36.85%-18.3pp | 17.84%+0.7pp |
| Employer contribution / active EE | $0 | $1,821-100.0% | $2,853-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $2,060 | $3,245-36.5% | $4,332-52.4% | $4,249-51.5% |
| Admin fee / account holder | $1,817 | $7,809-76.7% | $14,264-87.3% | $8,951-79.7% |