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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 | $95,453-75.4% | $112,040-79.0% | $82,448-71.5% |
| Participation rate | 93.2% | 72.8%+20.5pp | 76.5%+16.8pp | 68.1%+25.2pp |
| Annual return | 15.77% | 23.92%-8.2pp | 24.52%-8.8pp | 41.64%-25.9pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,455 | $4,224+29.2% | $5,098+7.0% | $4,139+31.8% |
| Admin fee / account holder | $1,701 | $9,013-81.1% | $12,098-85.9% | $7,234-76.5% |