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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 | $86,919-67.1% | $102,457-72.1% | $80,911-64.6% |
| Participation rate | 93.0% | 72.4%+20.6pp | 76.5%+16.5pp | 67.6%+25.4pp |
| Annual return | 22.21% | 18.90%+3.3pp | 29.41%-7.2pp | 35.63%-13.4pp |
| Employer contribution / active EE | $0 | $2,368-100.0% | $3,022-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $7,772 | $4,119+88.7% | $5,054+53.8% | $4,297+80.9% |
| Admin fee / account holder | $2,786 | $8,049-65.4% | $9,451-70.5% | $6,935-59.8% |