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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 | $9,460 | $95,404-90.1% | $113,397-91.7% | $82,637-88.6% |
| Participation rate | 93.3% | 72.8%+20.5pp | 76.5%+16.8pp | 68.1%+25.3pp |
| Annual return | 19.85% | 19.08%+0.8pp | 23.20%-3.4pp | 53.51%-33.7pp |
| Employer contribution / active EE | $0 | $2,307-100.0% | $2,977-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,702 | $4,220-36.0% | $5,076-46.8% | $4,126-34.5% |
| Admin fee / account holder | $904 | $9,168-90.1% | $11,957-92.4% | $7,339-87.7% |