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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 | $19,071 | $76,834-75.2% | $108,359-82.4% | $87,485-78.2% |
| Participation rate | 77.8% | 61.7%+16.0pp | 70.1%+7.7pp | 68.9%+8.8pp |
| Annual return | 18.76% | 19.09%-0.3pp | 36.89%-18.1pp | 26.06%-7.3pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | $2,399-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,693 | $3,100-13.1% | $4,137-34.9% | $4,274-37.0% |
| Admin fee / account holder | $546 | $6,537-91.6% | $9,741-94.4% | $7,775-93.0% |