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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 | $50,534-71.0% | $213,469-93.1% | $64,340-77.2% |
| Participation rate | 78.3% | 46.3%+32.0pp | 77.1%+1.2pp | 55.2%+23.1pp |
| Annual return | 14.35% | 38.98%-24.6pp | 20.58%-6.2pp | 24.14%-9.8pp |
| Employer contribution / active EE | $0 | $1,419-100.0% | $4,994-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $3,230 | $2,901+11.4% | $6,841-52.8% | $2,980+8.4% |
| Admin fee / account holder | $4,308 | $4,263+1.1% | $27,141-84.1% | $3,703+16.4% |