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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 | $15,228 | $101,798-85.0% | $165,071-90.8% | $80,935-81.2% |
| Participation rate | 92.9% | 71.8%+21.0pp | 78.6%+14.2pp | 67.7%+25.2pp |
| Annual return | 34.35% | 16.73%+17.6pp | 70.17%-35.8pp | 35.66%-1.3pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,347-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,488 | $4,476+0.3% | $6,035-25.6% | $4,299+4.4% |
| Admin fee / account holder | $4,748 | $8,221-42.3% | $12,695-62.6% | $6,924-31.4% |