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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 | $142,972-88.9% | $214,702-92.6% | $86,983-81.7% |
| Participation rate | 90.9% | 84.9%+6.1pp | 87.5%+3.4pp | 69.5%+21.4pp |
| Annual return | 16.01% | 18.49%-2.5pp | 54.55%-38.5pp | 25.83%-9.8pp |
| Employer contribution / active EE | $0 | $4,635-100.0% | $6,461-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $5,606 | $6,568-14.6% | $9,147-38.7% | $4,194+33.7% |
| Admin fee / account holder | $734 | $17,617-95.8% | $19,830-96.3% | $7,856-90.7% |