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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 | $7,822 | $124,425-93.7% | $112,040-93.0% | $137,256-94.3% |
| Participation rate | 94.1% | 79.3%+14.8pp | 76.5%+17.6pp | 80.0%+14.2pp |
| Annual return | 25.61% | 24.72%+0.9pp | 24.52%+1.1pp | 220.34%-194.7pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,086 | $5,718-46.0% | $5,098-39.5% | $6,407-51.8% |
| Admin fee / account holder | $944 | $15,207-93.8% | $12,098-92.2% | $12,270-92.3% |