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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 | $15,540 | $64,359-75.9% | $90,161-82.8% | $70,126-77.8% |
| Participation rate | 92.9% | 70.4%+22.4pp | 76.9%+16.0pp | 69.5%+23.3pp |
| Annual return | 36.19% | 28.13%+8.1pp | 34.89%+1.3pp | 73.15%-37.0pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $5,797 | $4,389+32.1% | $5,287+9.6% | $3,332+74.0% |
| Admin fee / account holder | $647 | $3,945-83.6% | $5,943-89.1% | $4,645-86.1% |