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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 | $2,594 | $110,278-97.6% | $95,740-97.3% | $139,466-98.1% |
| Participation rate | 93.3% | 75.7%+17.6pp | 72.3%+21.1pp | 80.3%+13.0pp |
| Annual return | 20.08% | 27.19%-7.1pp | 28.41%-8.3pp | 373.66%-353.6pp |
| Employer contribution / active EE | $0 | $3,260-100.0% | $2,836-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,843 | $4,674-60.6% | $4,244-56.6% | $6,712-72.5% |
| Admin fee / account holder | $664 | $6,613-90.0% | $5,676-88.3% | $11,409-94.2% |