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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 | $13,710 | $77,472-82.3% | $100,415-86.3% | $80,959-83.1% |
| Participation rate | 92.3% | 76.9%+15.4pp | 81.5%+10.8pp | 67.7%+24.6pp |
| Annual return | 15.21% | 37.26%-22.1pp | 49.47%-34.3pp | 35.67%-20.5pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,943-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,051 | $6,818-25.9% | $8,091-37.6% | $4,300+17.5% |
| Admin fee / account holder | $1,409 | $5,885-76.1% | $7,906-82.2% | $6,925-79.7% |