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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 | $106,524-88.1% | $152,301-91.7% | $87,485-85.5% |
| Participation rate | 84.6% | 75.8%+8.9pp | 82.4%+2.2pp | 68.9%+15.7pp |
| Annual return | 26.48% | 26.89%-0.4pp | 80.50%-54.0pp | 26.06%+0.4pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,575 | $6,525-45.2% | $8,004-55.3% | $4,274-16.3% |
| Admin fee / account holder | $1,158 | $8,287-86.0% | $14,398-92.0% | $7,775-85.1% |