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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 | $28,129 | $115,931-75.7% | $185,441-84.8% | $86,983-67.7% |
| Participation rate | 90.7% | 73.6%+17.1pp | 80.3%+10.4pp | 69.5%+21.2pp |
| Annual return | 14.42% | 21.47%-7.0pp | 20.16%-5.7pp | 25.83%-11.4pp |
| Employer contribution / active EE | $0 | $2,937-100.0% | $4,672-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $4,754 | $4,551+4.5% | $6,152-22.7% | $4,194+13.4% |
| Admin fee / account holder | $1,188 | $10,687-88.9% | $17,890-93.4% | $7,856-84.9% |