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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 | $28,272 | $95,453-70.4% | $112,040-74.8% | $82,448-65.7% |
| Participation rate | 92.9% | 72.8%+20.1pp | 76.5%+16.4pp | 68.1%+24.8pp |
| Annual return | 14.46% | 23.92%-9.5pp | 24.52%-10.1pp | 41.64%-27.2pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,873 | $4,224+15.4% | $5,098-4.4% | $4,139+17.7% |
| Admin fee / account holder | $3,729 | $9,013-58.6% | $12,098-69.2% | $7,234-48.4% |