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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 | $12,013 | $96,289-87.5% | $213,469-94.4% | $87,485-86.3% |
| Participation rate | 81.4% | 69.6%+11.8pp | 77.1%+4.3pp | 68.9%+12.5pp |
| Annual return | 28.24% | 17.78%+10.5pp | 20.58%+7.7pp | 26.06%+2.2pp |
| Employer contribution / active EE | $0 | $3,035-100.0% | $4,994-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,852 | $4,750+2.1% | $6,841-29.1% | $4,274+13.5% |
| Admin fee / account holder | $756 | $9,670-92.2% | $27,141-97.2% | $7,775-90.3% |