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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 | $18,718 | $106,864-82.5% | $147,318-87.3% | $82,637-77.3% |
| Participation rate | 81.8% | 75.5%+6.3pp | 82.1%-0.2pp | 68.1%+13.8pp |
| Annual return | 83.60% | 27.49%+56.1pp | 70.43%+13.2pp | 53.51%+30.1pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,400 | $6,496-47.7% | $7,906-57.0% | $4,126-17.6% |
| Admin fee / account holder | $2,046 | $8,415-75.7% | $13,708-85.1% | $7,339-72.1% |