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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 | $13,934 | $110,137-87.3% | $161,149-91.4% | $82,637-83.1% |
| Participation rate | 80.0% | 72.4%+7.6pp | 78.8%+1.2pp | 68.1%+11.9pp |
| Annual return | 19.86% | 20.69%-0.8pp | 21.16%-1.3pp | 53.51%-33.6pp |
| Employer contribution / active EE | $0 | $2,856-100.0% | $4,360-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,216 | $4,575-29.7% | $6,153-47.7% | $4,126-22.1% |
| Admin fee / account holder | $686 | $9,467-92.8% | $15,194-95.5% | $7,339-90.7% |