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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 | $14,517 | $103,393-86.0% | $87,103-83.3% | $152,909-90.5% |
| Participation rate | 85.7% | 79.4%+6.4pp | 76.9%+8.8pp | 82.5%+3.3pp |
| Annual return | 24.45% | 28.10%-3.6pp | 28.19%-3.7pp | 345.46%-321.0pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,468 | $4,778-6.5% | $4,049+10.4% | $5,851-23.6% |
| Admin fee / account holder | $1,031 | $12,195-91.5% | $7,491-86.2% | $11,601-91.1% |