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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 | $17,466 | $99,875-82.5% | $146,866-88.1% | $86,983-79.9% |
| Participation rate | 94.6% | 75.8%+18.8pp | 82.5%+12.1pp | 69.5%+25.1pp |
| Annual return | 14.31% | 28.10%-13.8pp | 102.85%-88.5pp | 25.83%-11.5pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $6,049 | $6,322-4.3% | $7,759-22.0% | $4,194+44.2% |
| Admin fee / account holder | $2,724 | $7,838-65.2% | $13,620-80.0% | $7,856-65.3% |