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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 | $23,054 | $138,393-83.3% | $184,256-87.5% | $80,959-71.5% |
| Participation rate | 91.9% | 83.9%+8.0pp | 86.8%+5.1pp | 67.7%+24.2pp |
| Annual return | 13.55% | 20.01%-6.5pp | 28.85%-15.3pp | 35.67%-22.1pp |
| Employer contribution / active EE | $0 | $4,847-100.0% | $6,427-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $8,510 | $7,076+20.3% | $9,133-6.8% | $4,300+97.9% |
| Admin fee / account holder | $1,225 | $10,489-88.3% | $13,899-91.2% | $6,925-82.3% |