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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 | $15,915 | $143,969-88.9% | $199,883-92.0% | $82,637-80.7% |
| Participation rate | 90.9% | 84.1%+6.8pp | 86.8%+4.1pp | 68.1%+22.9pp |
| Annual return | 16.01% | 25.67%-9.7pp | 43.81%-27.8pp | 53.51%-37.5pp |
| Employer contribution / active EE | $0 | $4,632-100.0% | $6,261-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $5,606 | $6,937-19.2% | $9,138-38.7% | $4,126+35.9% |
| Admin fee / account holder | $734 | $14,597-95.0% | $17,268-95.7% | $7,339-90.0% |