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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 | $12,809 | $55,457-76.9% | $77,361-83.4% | $94,015-86.4% |
| Participation rate | 97.4% | 69.8%+27.6pp | 75.0%+22.4pp | 70.8%+26.6pp |
| Annual return | 13.95% | 15.57%-1.6pp | 1011.54%-997.6pp | 17.84%-3.9pp |
| Employer contribution / active EE | $0 | $2,255-100.0% | $2,990-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $3,428 | $3,069+11.7% | $3,911-12.4% | $4,249-19.3% |
| Admin fee / account holder | $738 | $4,334-83.0% | $5,894-87.5% | $8,951-91.8% |