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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 | $106,524-78.6% | $152,301-85.0% | $87,485-74.0% |
| Participation rate | 81.5% | 75.8%+5.7pp | 82.4%-1.0pp | 68.9%+12.5pp |
| Annual return | 32.59% | 26.89%+5.7pp | 80.50%-47.9pp | 26.06%+6.5pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $7,620 | $6,525+16.8% | $8,004-4.8% | $4,274+78.3% |
| Admin fee / account holder | $336 | $8,287-95.9% | $14,398-97.7% | $7,775-95.7% |