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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 | $39,040 | $146,267-73.3% | $197,124-80.2% | $82,448-52.6% |
| Participation rate | 85.7% | 84.0%+1.7pp | 86.7%-1.0pp | 68.1%+17.6pp |
| Annual return | 17.36% | 29.61%-12.3pp | 44.34%-27.0pp | 41.64%-24.3pp |
| Employer contribution / active EE | $0 | $4,723-100.0% | $6,227-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,217 | $7,035-25.8% | $9,135-42.9% | $4,139+26.0% |
| Admin fee / account holder | $5,966 | $14,422-58.6% | $16,298-63.4% | $7,234-17.5% |