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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 | $12,787 | $95,404-86.6% | $113,397-88.7% | $82,637-84.5% |
| Participation rate | 87.1% | 72.8%+14.3pp | 76.5%+10.6pp | 68.1%+19.0pp |
| Annual return | 38.89% | 19.08%+19.8pp | 23.20%+15.7pp | 53.51%-14.6pp |
| Employer contribution / active EE | $0 | $2,307-100.0% | $2,977-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,880 | $4,220-31.7% | $5,076-43.3% | $4,126-30.2% |
| Admin fee / account holder | $1,289 | $9,168-85.9% | $11,957-89.2% | $7,339-82.4% |