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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 | $16,719 | $106,524-84.3% | $152,301-89.0% | $87,485-80.9% |
| Participation rate | 83.7% | 75.8%+8.0pp | 82.4%+1.3pp | 68.9%+14.8pp |
| Annual return | 18.40% | 26.89%-8.5pp | 80.50%-62.1pp | 26.06%-7.7pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,783 | $6,525-42.0% | $8,004-52.7% | $4,274-11.5% |
| Admin fee / account holder | $2,308 | $8,287-72.1% | $14,398-84.0% | $7,775-70.3% |