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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 | $18,521 | $81,457-77.3% | $103,378-82.1% | $80,911-77.1% |
| Participation rate | 92.0% | 66.8%+25.2pp | 74.5%+17.5pp | 67.6%+24.4pp |
| Annual return | 17.62% | 25.58%-8.0pp | 24.91%-7.3pp | 35.63%-18.0pp |
| Employer contribution / active EE | $0 | $3,107-100.0% | $3,870-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,481 | $3,871+15.8% | $5,058-11.4% | $4,297+4.3% |
| Admin fee / account holder | $1,600 | $6,717-76.2% | $8,401-81.0% | $6,935-76.9% |