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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 | $15,762 | $58,600-73.1% | $83,327-81.1% | $64,173-75.4% |
| Participation rate | 81.3% | 72.0%+9.2pp | 77.8%+3.5pp | 69.6%+11.7pp |
| Annual return | 21.24% | 9.66%+11.6pp | 10.64%+10.6pp | 7.63%+13.6pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $8,383 | $4,656+80.1% | $5,565+50.6% | $3,470+141.6% |
| Admin fee / account holder | $2,025 | $9,282-78.2% | $7,540-73.1% | $4,887-58.6% |