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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 | $12,955 | $99,345-87.0% | $84,753-84.7% | $273,972-95.3% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 13.90% | 22.93%-9.0pp | 22.78%-8.9pp | 41.46%-27.6pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $7,035 | $4,270+64.8% | $3,712+89.5% | $5,287+33.1% |
| Admin fee / account holder | $752 | $6,645-88.7% | $5,333-85.9% | $10,133-92.6% |