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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 | $13,918 | $106,864-87.0% | $147,318-90.6% | $82,637-83.2% |
| Participation rate | 91.2% | 75.5%+15.7pp | 82.1%+9.1pp | 68.1%+23.1pp |
| Annual return | 25.03% | 27.49%-2.5pp | 70.43%-45.4pp | 53.51%-28.5pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $6,108 | $6,496-6.0% | $7,906-22.7% | $4,126+48.0% |
| Admin fee / account holder | $1,082 | $8,415-87.1% | $13,708-92.1% | $7,339-85.3% |