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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 | $7,884 | $95,404-91.7% | $113,397-93.0% | $82,637-90.5% |
| Participation rate | 85.0% | 72.8%+12.2pp | 76.5%+8.5pp | 68.1%+16.9pp |
| Annual return | 19.67% | 19.08%+0.6pp | 23.20%-3.5pp | 53.51%-33.8pp |
| Employer contribution / active EE | $0 | $2,307-100.0% | $2,977-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,767 | $4,220-34.4% | $5,076-45.5% | $4,126-33.0% |
| Admin fee / account holder | $796 | $9,168-91.3% | $11,957-93.3% | $7,339-89.2% |