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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 | $30,277 | $108,825-72.2% | $156,181-80.6% | $82,448-63.3% |
| Participation rate | 90.6% | 72.4%+18.3pp | 78.8%+11.8pp | 68.1%+22.6pp |
| Annual return | 25.38% | 20.59%+4.8pp | 64.87%-39.5pp | 41.64%-16.3pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $9,196 | $4,577+100.9% | $6,132+50.0% | $4,139+122.2% |
| Admin fee / account holder | $336 | $9,341-96.4% | $14,586-97.7% | $7,234-95.4% |