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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 | $7,532 | $108,825-93.1% | $156,181-95.2% | $82,448-90.9% |
| Participation rate | 78.3% | 72.4%+6.0pp | 78.8%-0.5pp | 68.1%+10.3pp |
| Annual return | 22.85% | 20.59%+2.3pp | 64.87%-42.0pp | 41.64%-18.8pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,224 | $4,577-29.6% | $6,132-47.4% | $4,139-22.1% |
| Admin fee / account holder | $606 | $9,341-93.5% | $14,586-95.8% | $7,234-91.6% |