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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 | $28,614 | $86,938-67.1% | $102,423-72.1% | $80,925-64.6% |
| Participation rate | 93.0% | 72.4%+20.6pp | 76.5%+16.5pp | 67.7%+25.4pp |
| Annual return | 22.21% | 18.89%+3.3pp | 29.42%-7.2pp | 35.65%-13.4pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $7,772 | $4,120+88.6% | $5,054+53.8% | $4,299+80.8% |
| Admin fee / account holder | $2,786 | $8,053-65.4% | $9,455-70.5% | $6,940-59.9% |