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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 | $9,921 | $124,425-92.0% | $112,040-91.1% | $137,256-92.8% |
| Participation rate | 77.8% | 79.3%-1.5pp | 76.5%+1.3pp | 80.0%-2.2pp |
| Annual return | 18.87% | 24.72%-5.8pp | 24.52%-5.6pp | 220.34%-201.5pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,565 | $5,718-55.1% | $5,098-49.7% | $6,407-60.0% |
| Admin fee / account holder | $2,143 | $15,207-85.9% | $12,098-82.3% | $12,270-82.5% |