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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 | $14,179 | $136,860-89.6% | $120,344-88.2% | $154,746-90.8% |
| Participation rate | 85.7% | 79.9%+5.8pp | 76.7%+9.0pp | 80.7%+5.0pp |
| Annual return | 27.12% | 21.38%+5.7pp | 20.30%+6.8pp | 172.34%-145.2pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $7,703 | $5,793+33.0% | $5,135+50.0% | $6,730+14.5% |
| Admin fee / account holder | $445 | $15,393-97.1% | $12,742-96.5% | $14,365-96.9% |