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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 | $21,463 | $86,949-75.3% | $102,460-79.1% | $80,959-73.5% |
| Participation rate | 85.0% | 72.4%+12.6pp | 76.5%+8.5pp | 67.7%+17.3pp |
| Annual return | 37.94% | 18.89%+19.0pp | 29.47%+8.5pp | 35.67%+2.3pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $7,487 | $4,121+81.7% | $5,056+48.1% | $4,300+74.1% |
| Admin fee / account holder | $4,490 | $8,048-44.2% | $9,460-52.5% | $6,925-35.2% |