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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 | $15,712 | $106,749-85.3% | $145,433-89.2% | $82,448-80.9% |
| Participation rate | 88.9% | 75.6%+13.2pp | 82.1%+6.8pp | 68.1%+20.8pp |
| Annual return | 17.81% | 27.59%-9.8pp | 66.58%-48.8pp | 41.64%-23.8pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,401 | $6,519-47.8% | $7,897-56.9% | $4,139-17.8% |
| Admin fee / account holder | $562 | $8,390-93.3% | $13,129-95.7% | $7,234-92.2% |