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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 | $13,694 | $117,426-88.3% | $99,470-86.2% | $152,885-91.0% |
| Participation rate | 93.8% | 77.5%+16.2pp | 73.8%+19.9pp | 82.5%+11.3pp |
| Annual return | 16.00% | 31.87%-15.9pp | 30.72%-14.7pp | 345.39%-329.4pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $2,540-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,213 | $4,086-45.8% | $3,619-38.8% | $5,851-62.2% |
| Admin fee / account holder | $3,115 | $7,634-59.2% | $6,252-50.2% | $11,598-73.1% |