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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 | $6,940 | $54,541-87.3% | $78,778-91.2% | $70,126-90.1% |
| Participation rate | 83.8% | 60.8%+23.0pp | 69.2%+14.6pp | 69.5%+14.2pp |
| Annual return | 29.78% | 21.07%+8.7pp | 35.62%-5.8pp | 73.15%-43.4pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,260 | $2,210+92.7% | $2,958+44.0% | $3,332+27.8% |
| Admin fee / account holder | $366 | $3,709-90.1% | $5,134-92.9% | $4,645-92.1% |