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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 | $145,431-73.2% | $211,142-81.5% | $87,485-55.4% |
| Participation rate | 85.7% | 84.7%+1.0pp | 87.3%-1.6pp | 68.9%+16.8pp |
| Annual return | 17.36% | 27.21%-9.8pp | 46.84%-29.5pp | 26.06%-8.7pp |
| Employer contribution / active EE | $0 | $4,662-100.0% | $6,442-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,217 | $6,859-23.9% | $9,284-43.8% | $4,274+22.1% |
| Admin fee / account holder | $5,966 | $17,052-65.0% | $19,076-68.7% | $7,775-23.3% |