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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 | $13,597 | $86,940-84.4% | $102,434-86.7% | $80,935-83.2% |
| Participation rate | 85.2% | 72.4%+12.8pp | 76.5%+8.7pp | 67.7%+17.5pp |
| Annual return | 17.27% | 18.89%-1.6pp | 29.46%-12.2pp | 35.66%-18.4pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,023-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,519 | $4,121-14.6% | $5,055-30.4% | $4,299-18.2% |
| Admin fee / account holder | $496 | $8,047-93.8% | $9,462-94.8% | $6,924-92.8% |