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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 | $12,984 | $73,978-82.4% | $96,515-86.5% | $75,173-82.7% |
| Participation rate | 88.5% | 66.4%+22.0pp | 74.3%+14.1pp | 67.2%+21.3pp |
| Annual return | 23.88% | 26.72%-2.8pp | 35.73%-11.8pp | 160.72%-136.8pp |
| Employer contribution / active EE | $0 | $2,931-100.0% | $3,740-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,579 | $3,660-2.2% | $4,880-26.7% | $4,126-13.3% |
| Admin fee / account holder | $884 | $5,219-83.1% | $6,735-86.9% | $5,651-84.4% |