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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 | $13,640 | $126,661-89.2% | $113,397-88.0% | $138,895-90.2% |
| Participation rate | 71.4% | 79.4%-8.0pp | 76.5%-5.1pp | 79.9%-8.5pp |
| Annual return | 19.39% | 25.05%-5.7pp | 23.20%-3.8pp | 145.39%-126.0pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,174 | $5,693-44.2% | $5,076-37.5% | $6,396-50.4% |
| Admin fee / account holder | $1,013 | $14,549-93.0% | $11,957-91.5% | $12,562-91.9% |