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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 | $15,135 | $76,551-80.2% | $123,894-87.8% | $62,881-75.9% |
| Participation rate | 84.4% | 73.0%+11.4pp | 81.4%+3.0pp | 69.3%+15.1pp |
| Annual return | 18.61% | 18.68%-0.1pp | 47.52%-28.9pp | 20.14%-1.5pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $9,602 | $4,840+98.4% | $5,984+60.4% | $3,203+199.8% |
| Admin fee / account holder | $3,029 | $4,826-37.2% | $8,357-63.8% | $4,296-29.5% |