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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 | $19,782 | $106,524-81.4% | $152,301-87.0% | $87,485-77.4% |
| Participation rate | 88.6% | 75.8%+12.8pp | 82.4%+6.1pp | 68.9%+19.6pp |
| Annual return | 40.45% | 26.89%+13.6pp | 80.50%-40.1pp | 26.06%+14.4pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,987 | $6,525-38.9% | $8,004-50.2% | $4,274-6.7% |
| Admin fee / account holder | $996 | $8,287-88.0% | $14,398-93.1% | $7,775-87.2% |