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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 | $24,773 | $76,371-67.6% | $93,621-73.5% | $72,975-66.1% |
| Participation rate | 89.2% | 71.8%+17.4pp | 75.8%+13.4pp | 69.5%+19.7pp |
| Annual return | 18.38% | 25.82%-7.4pp | 32.76%-14.4pp | 81.01%-62.6pp |
| Employer contribution / active EE | $0 | $2,276-100.0% | $2,719-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,145 | $3,538-39.4% | $4,070-47.3% | $3,608-40.5% |
| Admin fee / account holder | $415 | $6,839-93.9% | $7,890-94.7% | $5,124-91.9% |