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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 | $19,135 | $83,898-77.2% | $133,346-85.6% | $94,015-79.6% |
| Participation rate | 71.0% | 63.4%+7.7pp | 72.8%-1.8pp | 70.8%+0.2pp |
| Annual return | 13.56% | 16.00%-2.4pp | 36.85%-23.3pp | 17.84%-4.3pp |
| Employer contribution / active EE | $0 | $1,821-100.0% | $2,853-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $1,614 | $3,245-50.3% | $4,332-62.7% | $4,249-62.0% |
| Admin fee / account holder | $1,069 | $7,809-86.3% | $14,264-92.5% | $8,951-88.1% |