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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 | $22,410 | $101,795-78.0% | $165,100-86.4% | $80,959-72.3% |
| Participation rate | 73.2% | 71.8%+1.3pp | 78.6%-5.5pp | 67.7%+5.5pp |
| Annual return | 12.04% | 16.73%-4.7pp | 70.21%-58.2pp | 35.67%-23.6pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,348-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,514 | $4,476-43.8% | $6,035-58.3% | $4,300-41.5% |
| Admin fee / account holder | $2,642 | $8,221-67.9% | $12,696-79.2% | $6,925-61.8% |