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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 | $11,540 | $114,712-89.9% | $173,730-93.4% | $87,485-86.8% |
| Participation rate | 85.2% | 73.0%+12.2pp | 79.6%+5.7pp | 68.9%+16.3pp |
| Annual return | 38.27% | 20.18%+18.1pp | 19.96%+18.3pp | 26.06%+12.2pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $4,577-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,313 | $4,642+14.5% | $6,326-16.0% | $4,274+24.3% |
| Admin fee / account holder | $675 | $10,210-93.4% | $17,523-96.1% | $7,775-91.3% |