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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 | $11,828 | $54,757-78.4% | $90,304-86.9% | $72,975-83.8% |
| Participation rate | 74.1% | 65.2%+8.9pp | 73.3%+0.8pp | 69.5%+4.6pp |
| Annual return | 23.46% | 30.63%-7.2pp | 78.13%-54.7pp | 81.01%-57.6pp |
| Employer contribution / active EE | $0 | $2,093-100.0% | $2,855-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,812 | $2,887-2.6% | $3,885-27.6% | $3,608-22.1% |
| Admin fee / account holder | $566 | $3,973-85.8% | $5,354-89.4% | $5,124-89.0% |