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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 | $28,106 | $86,940-67.7% | $102,434-72.6% | $80,935-65.3% |
| Participation rate | 84.8% | 72.4%+12.5pp | 76.5%+8.3pp | 67.7%+17.2pp |
| Annual return | 40.48% | 18.89%+21.6pp | 29.46%+11.0pp | 35.66%+4.8pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,023-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $11,801 | $4,121+186.3% | $5,055+133.4% | $4,299+174.5% |
| Admin fee / account holder | $701 | $8,047-91.3% | $9,462-92.6% | $6,924-89.9% |