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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 | $26,454 | $97,550-72.9% | $120,344-78.0% | $87,485-69.8% |
| Participation rate | 93.8% | 72.8%+20.9pp | 76.7%+17.0pp | 68.9%+24.8pp |
| Annual return | 35.32% | 18.41%+16.9pp | 20.30%+15.0pp | 26.06%+9.3pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $12,526 | $4,230+196.1% | $5,135+143.9% | $4,274+193.1% |
| Admin fee / account holder | $2,122 | $9,543-77.8% | $12,742-83.3% | $7,775-72.7% |