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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 | $4,791 | $103,164-95.4% | $90,259-94.7% | $154,746-96.9% |
| Participation rate | 94.1% | 76.1%+18.0pp | 70.7%+23.4pp | 80.7%+13.4pp |
| Annual return | 24.26% | 19.25%+5.0pp | 18.88%+5.4pp | 172.34%-148.1pp |
| Employer contribution / active EE | $0 | $2,532-100.0% | $2,291-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,801 | $4,422-36.7% | $3,827-26.8% | $6,730-58.4% |
| Admin fee / account holder | $1,113 | $8,593-87.0% | $7,267-84.7% | $14,365-92.3% |