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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 | $145,431-89.1% | $211,142-92.5% | $87,485-81.8% |
| Participation rate | 90.9% | 84.7%+6.2pp | 87.3%+3.6pp | 68.9%+22.0pp |
| Annual return | 16.01% | 27.21%-11.2pp | 46.84%-30.8pp | 26.06%-10.1pp |
| Employer contribution / active EE | $0 | $4,662-100.0% | $6,442-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,606 | $6,859-18.3% | $9,284-39.6% | $4,274+31.2% |
| Admin fee / account holder | $734 | $17,052-95.7% | $19,076-96.2% | $7,775-90.6% |