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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 | $25,736 | $108,825-76.4% | $156,181-83.5% | $82,448-68.8% |
| Participation rate | 83.3% | 72.4%+11.0pp | 78.8%+4.5pp | 68.1%+15.3pp |
| Annual return | 65.53% | 20.59%+44.9pp | 64.87%+0.7pp | 41.64%+23.9pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,479 | $4,577-24.0% | $6,132-43.3% | $4,139-16.0% |
| Admin fee / account holder | $413 | $9,341-95.6% | $14,586-97.2% | $7,234-94.3% |