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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 | $8,827 | $71,878-87.7% | $86,698-89.8% | $68,486-87.1% |
| Participation rate | 76.0% | 72.2%+3.8pp | 76.6%-0.6pp | 67.9%+8.1pp |
| Annual return | 29.32% | 3.53%+25.8pp | 35.95%-6.6pp | -7.85%+37.2pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,517 | $3,779+19.5% | $4,656-3.0% | $4,028+12.2% |
| Admin fee / account holder | $1,484 | $6,113-75.7% | $7,493-80.2% | $5,404-72.5% |