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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 | $13,689 | $87,132-84.3% | $105,624-87.0% | $80,959-83.1% |
| Participation rate | 80.4% | 70.4%+9.9pp | 75.3%+5.1pp | 67.7%+12.7pp |
| Annual return | 13.31% | 17.03%-3.7pp | 116.20%-102.9pp | 35.67%-22.4pp |
| Employer contribution / active EE | $0 | $2,397-100.0% | $3,168-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,539 | $3,985-36.3% | $5,013-49.4% | $4,300-41.0% |
| Admin fee / account holder | $1,501 | $8,449-82.2% | $10,961-86.3% | $6,925-78.3% |