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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 | $15,004 | $76,367-80.4% | $93,614-84.0% | $72,983-79.4% |
| Participation rate | 83.6% | 71.7%+11.9pp | 75.8%+7.8pp | 69.5%+14.1pp |
| Annual return | 26.65% | 25.82%+0.8pp | 32.76%-6.1pp | 81.01%-54.4pp |
| Employer contribution / active EE | $0 | $2,275-100.0% | $2,718-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,846 | $3,538+37.0% | $4,069+19.1% | $3,608+34.3% |
| Admin fee / account holder | $348 | $6,838-94.9% | $7,889-95.6% | $5,124-93.2% |