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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 | $8,052 | $106,524-92.4% | $152,301-94.7% | $87,485-90.8% |
| Participation rate | 80.2% | 75.8%+4.5pp | 82.4%-2.2pp | 68.9%+11.3pp |
| Annual return | 28.45% | 26.89%+1.6pp | 80.50%-52.1pp | 26.06%+2.4pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,810 | $6,525-56.9% | $8,004-64.9% | $4,274-34.2% |
| Admin fee / account holder | $666 | $8,287-92.0% | $14,398-95.4% | $7,775-91.4% |