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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 | $95,453-86.6% | $112,040-88.6% | $82,448-84.5% |
| Participation rate | 87.1% | 72.8%+14.3pp | 76.5%+10.6pp | 68.1%+19.0pp |
| Annual return | 38.89% | 23.92%+15.0pp | 24.52%+14.4pp | 41.64%-2.7pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,880 | $4,224-31.8% | $5,098-43.5% | $4,139-30.4% |
| Admin fee / account holder | $1,289 | $9,013-85.7% | $12,098-89.3% | $7,234-82.2% |