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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 | $11,560 | $81,870-85.9% | $119,622-90.3% | $68,486-83.1% |
| Participation rate | 92.6% | 71.9%+20.7pp | 79.3%+13.3pp | 67.9%+24.7pp |
| Annual return | 14.82% | -23.82%+38.6pp | -14.98%+29.8pp | -7.85%+22.7pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $5,208 | $4,148+25.6% | $5,601-7.0% | $4,028+29.3% |
| Admin fee / account holder | $3,204 | $6,583-51.3% | $10,328-69.0% | $5,404-40.7% |