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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 | $14,649 | $68,868-78.7% | $183,328-92.0% | $67,986-78.5% |
| Participation rate | 78.3% | 57.0%+21.3pp | 77.3%+1.0pp | 57.2%+21.1pp |
| Annual return | 14.35% | 28.80%-14.4pp | 29.67%-15.3pp | 31.67%-17.3pp |
| Employer contribution / active EE | $0 | $2,917-100.0% | $5,055-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $3,230 | $4,364-26.0% | $6,795-52.5% | $3,358-3.8% |
| Admin fee / account holder | $4,308 | $3,805+13.2% | $21,427-79.9% | $3,203+34.5% |