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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 | $15,955 | $76,371-79.1% | $93,621-83.0% | $72,975-78.1% |
| Participation rate | 86.3% | 71.8%+14.6pp | 75.8%+10.5pp | 69.5%+16.8pp |
| Annual return | 19.51% | 25.82%-6.3pp | 32.76%-13.2pp | 81.01%-61.5pp |
| Employer contribution / active EE | $0 | $2,276-100.0% | $2,719-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,319 | $3,538+50.3% | $4,070+30.7% | $3,608+47.4% |
| Admin fee / account holder | $2,985 | $6,839-56.4% | $7,890-62.2% | $5,124-41.7% |