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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 | $99,633-87.9% | $183,328-93.4% | $82,448-85.4% |
| Participation rate | 81.4% | 70.8%+10.6pp | 77.3%+4.1pp | 68.1%+13.3pp |
| Annual return | 28.24% | 17.84%+10.4pp | 29.67%-1.4pp | 41.64%-13.4pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,055-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,852 | $4,938-1.8% | $6,795-28.6% | $4,139+17.2% |
| Admin fee / account holder | $756 | $9,934-92.4% | $21,427-96.5% | $7,234-89.6% |