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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 | $7,797 | $106,749-92.7% | $145,433-94.6% | $82,448-90.5% |
| Participation rate | 78.0% | 75.6%+2.4pp | 82.1%-4.1pp | 68.1%+10.0pp |
| Annual return | 32.15% | 27.59%+4.6pp | 66.58%-34.4pp | 41.64%-9.5pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,884 | $6,519-40.4% | $7,897-50.8% | $4,139-6.2% |
| Admin fee / account holder | $743 | $8,390-91.1% | $13,129-94.3% | $7,234-89.7% |