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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 | $13,963 | $72,273-80.7% | $101,275-86.2% | $79,856-82.5% |
| Participation rate | 75.7% | 68.5%+7.2pp | 75.8%-0.1pp | 69.6%+6.0pp |
| Annual return | 11.41% | 22.30%-10.9pp | 46.48%-35.1pp | 31.71%-20.3pp |
| Employer contribution / active EE | $0 | $2,691-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,064 | $3,282+23.8% | $4,371-7.0% | $3,741+8.6% |
| Admin fee / account holder | $495 | $4,401-88.7% | $5,948-91.7% | $5,306-90.7% |