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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 | $126,661-88.8% | $113,397-87.5% | $138,895-89.8% |
| Participation rate | 85.7% | 79.4%+6.3pp | 76.5%+9.2pp | 79.9%+5.8pp |
| Annual return | 27.12% | 25.05%+2.1pp | 23.20%+3.9pp | 145.39%-118.3pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $7,703 | $5,693+35.3% | $5,076+51.7% | $6,396+20.4% |
| Admin fee / account holder | $445 | $14,549-96.9% | $11,957-96.3% | $12,562-96.5% |