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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 | $18,942 | $58,493-67.6% | $84,021-77.5% | $72,975-74.0% |
| Participation rate | 83.1% | 61.2%+21.9pp | 69.0%+14.1pp | 69.5%+13.6pp |
| Annual return | 22.78% | 28.93%-6.2pp | 71.32%-48.5pp | 81.01%-58.2pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,654 | $2,394+52.6% | $3,239+12.8% | $3,608+1.3% |
| Admin fee / account holder | $1,380 | $4,569-69.8% | $6,102-77.4% | $5,124-73.1% |