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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 | $4,518 | $76,371-94.1% | $93,621-95.2% | $72,976-93.8% |
| Participation rate | 71.0% | 71.8%-0.8pp | 75.8%-4.9pp | 69.5%+1.5pp |
| Annual return | 29.02% | 25.82%+3.2pp | 32.76%-3.7pp | 81.02%-52.0pp |
| Employer contribution / active EE | $0 | $2,276-100.0% | $2,719-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,502 | $3,538-57.6% | $4,070-63.1% | $3,608-58.4% |
| Admin fee / account holder | $818 | $6,839-88.0% | $7,890-89.6% | $5,124-84.0% |