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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 | $13,619 | $78,520-82.7% | $96,576-85.9% | $82,448-83.5% |
| Participation rate | 90.6% | 77.7%+12.8pp | 81.4%+9.1pp | 68.1%+22.5pp |
| Annual return | 22.36% | 41.30%-18.9pp | 38.47%-16.1pp | 41.64%-19.3pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,899 | $6,754-42.3% | $7,956-51.0% | $4,139-5.8% |
| Admin fee / account holder | $612 | $13,455-95.5% | $11,381-94.6% | $7,234-91.5% |