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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 | $76,834-81.2% | $108,359-86.7% | $87,485-83.5% |
| Participation rate | 81.1% | 61.7%+19.3pp | 70.1%+10.9pp | 68.9%+12.1pp |
| Annual return | 19.18% | 19.09%+0.1pp | 36.89%-17.7pp | 26.06%-6.9pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | $2,399-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,500 | $3,100+12.9% | $4,137-15.4% | $4,274-18.1% |
| Admin fee / account holder | $1,852 | $6,537-71.7% | $9,741-81.0% | $7,775-76.2% |