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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 | $77,358-78.7% | $102,184-83.8% | $87,485-81.1% |
| Participation rate | 91.3% | 78.7%+12.6pp | 82.6%+8.7pp | 68.9%+22.4pp |
| Annual return | 15.75% | 41.11%-25.4pp | 31.58%-15.8pp | 26.06%-10.3pp |
| Employer contribution / active EE | $0 | $2,562-100.0% | $3,594-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,410 | $6,753-34.7% | $8,309-46.9% | $4,274+3.2% |
| Admin fee / account holder | $1,830 | $6,809-73.1% | $11,609-84.2% | $7,775-76.5% |