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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 | $22,774 | $106,749-78.7% | $145,433-84.3% | $82,448-72.4% |
| Participation rate | 81.5% | 75.6%+5.8pp | 82.1%-0.6pp | 68.1%+13.4pp |
| Annual return | 32.59% | 27.59%+5.0pp | 66.58%-34.0pp | 41.64%-9.1pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $7,620 | $6,519+16.9% | $7,897-3.5% | $4,139+84.1% |
| Admin fee / account holder | $336 | $8,390-96.0% | $13,129-97.4% | $7,234-95.3% |