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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 | $16,892 | $124,425-86.4% | $112,040-84.9% | $137,256-87.7% |
| Participation rate | 95.7% | 79.3%+16.3pp | 76.5%+19.2pp | 80.0%+15.7pp |
| Annual return | 12.93% | 24.72%-11.8pp | 24.52%-11.6pp | 220.34%-207.4pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,069 | $5,718-63.8% | $5,098-59.4% | $6,407-67.7% |
| Admin fee / account holder | $1,468 | $15,207-90.3% | $12,098-87.9% | $12,270-88.0% |