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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 | $9,552 | $72,273-86.8% | $101,275-90.6% | $79,856-88.0% |
| Participation rate | 80.9% | 68.5%+12.4pp | 75.8%+5.0pp | 69.6%+11.2pp |
| Annual return | 18.84% | 22.30%-3.5pp | 46.48%-27.6pp | 31.71%-12.9pp |
| Employer contribution / active EE | $0 | $2,691-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,632 | $3,282-19.8% | $4,371-39.8% | $3,741-29.6% |
| Admin fee / account holder | $587 | $4,401-86.7% | $5,948-90.1% | $5,306-88.9% |