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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 | $10,337 | $88,672-88.3% | $105,223-90.2% | $82,448-87.5% |
| Participation rate | 78.0% | 67.9%+10.1pp | 75.0%+3.0pp | 68.1%+10.0pp |
| Annual return | 18.18% | 30.86%-12.7pp | 180.65%-162.5pp | 41.64%-23.5pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,891 | $4,036-3.6% | $5,072-23.3% | $4,139-6.0% |
| Admin fee / account holder | $3,571 | $7,146-50.0% | $8,859-59.7% | $7,234-50.6% |