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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 | $21,267 | $95,453-77.7% | $112,040-81.0% | $82,448-74.2% |
| Participation rate | 82.8% | 72.8%+10.0pp | 76.5%+6.3pp | 68.1%+14.7pp |
| Annual return | 18.78% | 23.92%-5.1pp | 24.52%-5.7pp | 41.64%-22.9pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,014 | $4,224-5.0% | $5,098-21.3% | $4,139-3.0% |
| Admin fee / account holder | $1,200 | $9,013-86.7% | $12,098-90.1% | $7,234-83.4% |