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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 | $78,197-78.9% | $98,090-83.2% | $82,637-80.0% |
| Participation rate | 91.3% | 77.5%+13.8pp | 81.5%+9.8pp | 68.1%+23.2pp |
| Annual return | 15.75% | 40.25%-24.5pp | 37.05%-21.3pp | 53.51%-37.8pp |
| Employer contribution / active EE | $0 | $2,605-100.0% | $3,606-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $4,410 | $6,636-33.5% | $7,845-43.8% | $4,126+6.9% |
| Admin fee / account holder | $1,830 | $14,832-87.7% | $11,815-84.5% | $7,339-75.1% |