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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 | $136,860-87.7% | $120,344-86.0% | $154,746-89.1% |
| Participation rate | 95.7% | 79.9%+15.8pp | 76.7%+18.9pp | 80.7%+15.0pp |
| Annual return | 12.93% | 21.38%-8.4pp | 20.30%-7.4pp | 172.34%-159.4pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,069 | $5,793-64.3% | $5,135-59.7% | $6,730-69.3% |
| Admin fee / account holder | $1,468 | $15,393-90.5% | $12,742-88.5% | $14,365-89.8% |