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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 | $97,550-78.2% | $120,344-82.3% | $87,485-75.7% |
| Participation rate | 82.8% | 72.8%+9.9pp | 76.7%+6.0pp | 68.9%+13.8pp |
| Annual return | 18.78% | 18.41%+0.4pp | 20.30%-1.5pp | 26.06%-7.3pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,014 | $4,230-5.1% | $5,135-21.8% | $4,274-6.1% |
| Admin fee / account holder | $1,200 | $9,543-87.4% | $12,742-90.6% | $7,775-84.6% |