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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 | $5,857 | $65,364-91.0% | $92,909-93.7% | $72,975-92.0% |
| Participation rate | 80.0% | 68.3%+11.7pp | 76.0%+4.0pp | 69.5%+10.5pp |
| Annual return | 17.50% | 42.11%-24.6pp | 109.44%-91.9pp | 81.01%-63.5pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,062 | $3,128-34.1% | $4,238-51.3% | $3,608-42.8% |
| Admin fee / account holder | $629 | $4,251-85.2% | $5,795-89.2% | $5,124-87.7% |