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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 | $14,419 | $73,787-80.5% | $98,716-85.4% | $82,448-82.5% |
| Participation rate | 81.1% | 61.4%+19.6pp | 69.3%+11.8pp | 68.1%+13.0pp |
| Annual return | 19.18% | 18.57%+0.6pp | 31.81%-12.6pp | 41.64%-22.5pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,500 | $3,081+13.6% | $4,048-13.5% | $4,139-15.4% |
| Admin fee / account holder | $1,852 | $6,500-71.5% | $8,703-78.7% | $7,234-74.4% |