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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 | $12,676 | $106,749-88.1% | $145,433-91.3% | $82,448-84.6% |
| Participation rate | 84.6% | 75.6%+9.0pp | 82.1%+2.5pp | 68.1%+16.5pp |
| Annual return | 26.48% | 27.59%-1.1pp | 66.58%-40.1pp | 41.64%-15.2pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,575 | $6,519-45.2% | $7,897-54.7% | $4,139-13.6% |
| Admin fee / account holder | $1,158 | $8,390-86.2% | $13,129-91.2% | $7,234-84.0% |