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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 | $10,167 | $69,444-85.4% | $92,985-89.1% | $87,485-88.4% |
| Participation rate | 93.8% | 63.3%+30.5pp | 69.5%+24.3pp | 68.9%+24.8pp |
| Annual return | 15.12% | 23.85%-8.7pp | 27.99%-12.9pp | 26.06%-10.9pp |
| Employer contribution / active EE | $0 | $1,917-100.0% | $2,662-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,223 | $3,364-33.9% | $4,377-49.2% | $4,274-48.0% |
| Admin fee / account holder | $1,433 | $6,137-76.7% | $9,463-84.9% | $7,775-81.6% |