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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 | $4,296 | $81,476-94.7% | $102,383-95.8% | $80,925-94.7% |
| Participation rate | 97.5% | 66.8%+30.7pp | 74.5%+23.0pp | 67.7%+29.8pp |
| Annual return | 16.41% | 25.59%-9.2pp | 24.94%-8.5pp | 35.65%-19.2pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,870-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,276 | $3,871-41.2% | $5,060-55.0% | $4,299-47.1% |
| Admin fee / account holder | $623 | $6,717-90.7% | $8,391-92.6% | $6,940-91.0% |