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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 | $13,026 | $78,197-83.3% | $98,090-86.7% | $82,637-84.2% |
| Participation rate | 95.7% | 77.5%+18.2pp | 81.5%+14.1pp | 68.1%+27.6pp |
| Annual return | 21.88% | 40.25%-18.4pp | 37.05%-15.2pp | 53.51%-31.6pp |
| Employer contribution / active EE | $0 | $2,605-100.0% | $3,606-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $7,140 | $6,636+7.6% | $7,845-9.0% | $4,126+73.1% |
| Admin fee / account holder | $3,698 | $14,832-75.1% | $11,815-68.7% | $7,339-49.6% |