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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 | $106,749-84.3% | $145,433-88.5% | $82,448-79.7% |
| Participation rate | 83.7% | 75.6%+8.1pp | 82.1%+1.6pp | 68.1%+15.7pp |
| Annual return | 18.40% | 27.59%-9.2pp | 66.58%-48.2pp | 41.64%-23.2pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,783 | $6,519-42.0% | $7,897-52.1% | $4,139-8.6% |
| Admin fee / account holder | $2,308 | $8,390-72.5% | $13,129-82.4% | $7,234-68.1% |