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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 | $24,885 | $65,703-62.1% | $94,228-73.6% | $59,633-58.3% |
| Participation rate | 77.1% | 72.1%+5.0pp | 78.8%-1.6pp | 68.7%+8.5pp |
| Annual return | 5.42% | 5.22%+0.2pp | 10.68%-5.3pp | 2041.40%-2036.0pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,826 | $3,143+53.5% | $4,320+11.7% | $3,192+51.2% |
| Admin fee / account holder | $932 | $4,264-78.1% | $6,269-85.1% | $4,297-78.3% |