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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 | $14,233 | $81,504-82.5% | $102,437-86.1% | $80,959-82.4% |
| Participation rate | 89.3% | 66.9%+22.4pp | 74.5%+14.8pp | 67.7%+21.6pp |
| Annual return | 20.18% | 25.60%-5.4pp | 24.95%-4.8pp | 35.67%-15.5pp |
| Employer contribution / active EE | $0 | $3,104-100.0% | $3,871-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,282 | $3,871+10.6% | $5,060-15.4% | $4,300-0.4% |
| Admin fee / account holder | $2,969 | $6,719-55.8% | $8,388-64.6% | $6,925-57.1% |