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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 | $18,244 | $81,208-77.5% | $98,920-81.6% | $79,852-77.2% |
| Participation rate | 82.2% | 72.5%+9.7pp | 76.0%+6.2pp | 69.6%+12.6pp |
| Annual return | 26.59% | 60.99%-34.4pp | 196.47%-169.9pp | 31.72%-5.1pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,140 | $3,265+57.4% | $4,245+21.1% | $3,740+37.4% |
| Admin fee / account holder | $692 | $6,013-88.5% | $6,643-89.6% | $5,306-87.0% |