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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 | $3,910 | $81,487-95.2% | $102,412-96.2% | $80,935-95.2% |
| Participation rate | 86.1% | 66.8%+19.2pp | 74.5%+11.6pp | 67.7%+18.4pp |
| Annual return | 30.54% | 25.60%+4.9pp | 24.94%+5.6pp | 35.66%-5.1pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $3,870-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,289 | $3,871-15.0% | $5,060-35.0% | $4,299-23.5% |
| Admin fee / account holder | $1,726 | $6,717-74.3% | $8,388-79.4% | $6,924-75.1% |