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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 | $143,969-85.0% | $199,883-89.2% | $82,637-73.9% |
| Participation rate | 88.0% | 84.1%+3.9pp | 86.8%+1.2pp | 68.1%+19.9pp |
| Annual return | 14.94% | 25.67%-10.7pp | 43.81%-28.9pp | 53.51%-38.6pp |
| Employer contribution / active EE | $0 | $4,632-100.0% | $6,261-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $8,223 | $6,937+18.5% | $9,138-10.0% | $4,126+99.3% |
| Admin fee / account holder | $7,092 | $14,597-51.4% | $17,268-58.9% | $7,339-3.4% |