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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 | $6,061 | $126,661-95.2% | $113,397-94.7% | $138,895-95.6% |
| Participation rate | 90.0% | 79.4%+10.6pp | 76.5%+13.5pp | 79.9%+10.1pp |
| Annual return | 11.42% | 25.05%-13.6pp | 23.20%-11.8pp | 145.39%-134.0pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,388 | $5,693-40.5% | $5,076-33.3% | $6,396-47.0% |
| Admin fee / account holder | $3,743 | $14,549-74.3% | $11,957-68.7% | $12,562-70.2% |