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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 | $38,590 | $109,620-64.8% | $148,496-74.0% | $94,015-59.0% |
| Participation rate | 91.9% | 71.3%+20.6pp | 76.0%+15.8pp | 70.8%+21.1pp |
| Annual return | 17.46% | 17.54%-0.1pp | 12.33%+5.1pp | 17.84%-0.4pp |
| Employer contribution / active EE | $0 | $2,618-100.0% | $3,497-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $2,905 | $3,831-24.2% | $4,808-39.6% | $4,249-31.6% |
| Admin fee / account holder | $1,784 | $10,050-82.2% | $19,547-90.9% | $8,951-80.1% |