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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 | $13,794 | $124,425-88.9% | $112,040-87.7% | $137,256-90.0% |
| Participation rate | 85.7% | 79.3%+6.4pp | 76.5%+9.2pp | 80.0%+5.8pp |
| Annual return | 27.71% | 24.72%+3.0pp | 24.52%+3.2pp | 220.34%-192.6pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $6,496 | $5,718+13.6% | $5,098+27.4% | $6,407+1.4% |
| Admin fee / account holder | $1,293 | $15,207-91.5% | $12,098-89.3% | $12,270-89.5% |