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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 | $28,277 | $114,712-75.3% | $173,730-83.7% | $87,485-67.7% |
| Participation rate | 90.9% | 73.0%+17.9pp | 79.6%+11.3pp | 68.9%+22.0pp |
| Annual return | 18.42% | 20.18%-1.8pp | 19.96%-1.5pp | 26.06%-7.6pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $4,577-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,448 | $4,642-4.2% | $6,326-29.7% | $4,274+4.1% |
| Admin fee / account holder | $3,464 | $10,210-66.1% | $17,523-80.2% | $7,775-55.5% |