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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 | $16,446 | $95,453-82.8% | $112,040-85.3% | $82,448-80.1% |
| Participation rate | 96.0% | 72.8%+23.2pp | 76.5%+19.5pp | 68.1%+27.9pp |
| Annual return | 18.32% | 23.92%-5.6pp | 24.52%-6.2pp | 41.64%-23.3pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,073 | $4,224-27.2% | $5,098-39.7% | $4,139-25.8% |
| Admin fee / account holder | $2,156 | $9,013-76.1% | $12,098-82.2% | $7,234-70.2% |