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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 | $23,501 | $95,404-75.4% | $113,397-79.3% | $82,637-71.6% |
| Participation rate | 93.2% | 72.8%+20.4pp | 76.5%+16.7pp | 68.1%+25.2pp |
| Annual return | 15.77% | 19.08%-3.3pp | 23.20%-7.4pp | 53.51%-37.7pp |
| Employer contribution / active EE | $0 | $2,307-100.0% | $2,977-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $5,455 | $4,220+29.3% | $5,076+7.5% | $4,126+32.2% |
| Admin fee / account holder | $1,701 | $9,168-81.5% | $11,957-85.8% | $7,339-76.8% |