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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 | $146,267-89.1% | $197,124-91.9% | $82,448-80.7% |
| Participation rate | 90.9% | 84.0%+6.9pp | 86.7%+4.2pp | 68.1%+22.8pp |
| Annual return | 16.01% | 29.61%-13.6pp | 44.34%-28.3pp | 41.64%-25.6pp |
| Employer contribution / active EE | $0 | $4,723-100.0% | $6,227-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,606 | $7,035-20.3% | $9,135-38.6% | $4,139+35.4% |
| Admin fee / account holder | $734 | $14,422-94.9% | $16,298-95.5% | $7,234-89.9% |