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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 | $17,394 | $136,860-87.3% | $120,344-85.5% | $154,746-88.8% |
| Participation rate | 90.0% | 79.9%+10.1pp | 76.7%+13.3pp | 80.7%+9.3pp |
| Annual return | 17.70% | 21.38%-3.7pp | 20.30%-2.6pp | 172.34%-154.6pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,322 | $5,793-25.4% | $5,135-15.8% | $6,730-35.8% |
| Admin fee / account holder | $540 | $15,393-96.5% | $12,742-95.8% | $14,365-96.2% |