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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 | $14,557 | $56,287-74.1% | $80,977-82.0% | $62,881-76.8% |
| Participation rate | 76.7% | 68.9%+7.7pp | 75.8%+0.9pp | 69.3%+7.4pp |
| Annual return | 7.57% | 22.13%-14.6pp | 17.11%-9.5pp | 20.14%-12.6pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,715-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,328 | $4,196+3.2% | $5,696-24.0% | $3,203+35.1% |
| Admin fee / account holder | $2,901 | $3,742-22.5% | $5,517-47.4% | $4,296-32.5% |