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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 | $12,827 | $153,769-91.7% | $133,975-90.4% | $273,972-95.3% |
| Participation rate | 85.7% | 88.4%-2.7pp | 87.1%-1.4pp | 83.0%+2.7pp |
| Annual return | 9.11% | 36.51%-27.4pp | 29.29%-20.2pp | 41.46%-32.3pp |
| Employer contribution / active EE | $0 | $6,029-100.0% | $5,211-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,306 | $6,958-52.5% | $6,282-47.4% | $5,287-37.5% |
| Admin fee / account holder | $689 | $11,765-94.1% | $9,324-92.6% | $10,133-93.2% |