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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 | $12,204 | $86,940-86.0% | $102,434-88.1% | $80,935-84.9% |
| Participation rate | 94.3% | 72.4%+21.9pp | 76.5%+17.8pp | 67.7%+26.6pp |
| Annual return | 12.69% | 18.89%-6.2pp | 29.46%-16.8pp | 35.66%-23.0pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,023-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,693 | $4,121-10.4% | $5,055-26.9% | $4,299-14.1% |
| Admin fee / account holder | $457 | $8,047-94.3% | $9,462-95.2% | $6,924-93.4% |