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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 | $16,514 | $78,520-79.0% | $96,576-82.9% | $82,448-80.0% |
| Participation rate | 91.3% | 77.7%+13.6pp | 81.4%+9.9pp | 68.1%+23.2pp |
| Annual return | 15.75% | 41.30%-25.5pp | 38.47%-22.7pp | 41.64%-25.9pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,410 | $6,754-34.7% | $7,956-44.6% | $4,139+6.5% |
| Admin fee / account holder | $1,830 | $13,455-86.4% | $11,381-83.9% | $7,234-74.7% |