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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 | $29,697 | $95,453-68.9% | $112,040-73.5% | $82,448-64.0% |
| Participation rate | 80.9% | 72.8%+8.1pp | 76.5%+4.4pp | 68.1%+12.8pp |
| Annual return | 16.84% | 23.92%-7.1pp | 24.52%-7.7pp | 41.64%-24.8pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $6,943 | $4,224+64.4% | $5,098+36.2% | $4,139+67.7% |
| Admin fee / account holder | $517 | $9,013-94.3% | $12,098-95.7% | $7,234-92.8% |