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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 | $77,492-82.3% | $100,398-86.3% | $80,911-83.1% |
| Participation rate | 92.3% | 76.9%+15.4pp | 81.5%+10.8pp | 67.6%+24.7pp |
| Annual return | 15.21% | 37.23%-22.0pp | 49.32%-34.1pp | 35.63%-20.4pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,946-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $5,051 | $6,817-25.9% | $8,084-37.5% | $4,297+17.6% |
| Admin fee / account holder | $1,409 | $5,892-76.1% | $7,893-82.2% | $6,935-79.7% |