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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 | $21,585 | $142,972-84.9% | $214,702-89.9% | $86,983-75.2% |
| Participation rate | 88.0% | 84.9%+3.1pp | 87.5%+0.5pp | 69.5%+18.5pp |
| Annual return | 14.94% | 18.49%-3.5pp | 54.55%-39.6pp | 25.83%-10.9pp |
| Employer contribution / active EE | $0 | $4,635-100.0% | $6,461-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $8,223 | $6,568+25.2% | $9,147-10.1% | $4,194+96.1% |
| Admin fee / account holder | $7,092 | $17,617-59.7% | $19,830-64.2% | $7,856-9.7% |