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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 | $14,384 | $76,551-81.2% | $123,894-88.4% | $62,881-77.1% |
| Participation rate | 80.0% | 73.0%+7.0pp | 81.4%-1.4pp | 69.3%+10.7pp |
| Annual return | 27.96% | 18.68%+9.3pp | 47.52%-19.6pp | 20.14%+7.8pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,820 | $4,840-0.4% | $5,984-19.5% | $3,203+50.5% |
| Admin fee / account holder | $922 | $4,826-80.9% | $8,357-89.0% | $4,296-78.5% |