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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 | $19,782 | $106,749-81.5% | $145,433-86.4% | $82,448-76.0% |
| Participation rate | 88.6% | 75.6%+12.9pp | 82.1%+6.5pp | 68.1%+20.5pp |
| Annual return | 40.45% | 27.59%+12.9pp | 66.58%-26.1pp | 41.64%-1.2pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,987 | $6,519-38.8% | $7,897-49.5% | $4,139-3.7% |
| Admin fee / account holder | $996 | $8,390-88.1% | $13,129-92.4% | $7,234-86.2% |