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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 | $20,825 | $100,194-79.2% | $122,979-83.1% | $86,983-76.1% |
| Participation rate | 95.5% | 73.0%+22.6pp | 77.2%+18.3pp | 69.5%+26.0pp |
| Annual return | 11.30% | 16.47%-5.2pp | 20.12%-8.8pp | 25.83%-14.5pp |
| Employer contribution / active EE | $0 | $2,326-100.0% | $3,062-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $3,133 | $4,133-24.2% | $5,003-37.4% | $4,194-25.3% |
| Admin fee / account holder | $2,076 | $10,148-79.5% | $12,864-83.9% | $7,856-73.6% |