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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 | $16,599 | $90,170-81.6% | $150,734-89.0% | $69,733-76.2% |
| Participation rate | 92.9% | 60.2%+32.7pp | 78.4%+14.5pp | 62.5%+30.5pp |
| Annual return | 10.39% | 16.56%-6.2pp | 600.81%-590.4pp | 15.22%-4.8pp |
| Employer contribution / active EE | $0 | $3,428-100.0% | $4,918-100.0% | $2,250-100.0% |
| Participant deferral / active EE | $2,540 | $3,086-17.7% | $5,610-54.7% | $3,054-16.8% |
| Admin fee / account holder | $614 | $4,600-86.6% | $14,905-95.9% | $3,102-80.2% |