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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 | $5,911 | $72,012-91.8% | $185,827-96.8% | $79,858-92.6% |
| Participation rate | 86.5% | 65.8%+20.7pp | 78.0%+8.5pp | 69.6%+16.9pp |
| Annual return | 23.91% | 23.12%+0.8pp | 35.96%-12.1pp | 31.72%-7.8pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,087-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,432 | $3,779-62.1% | $5,633-74.6% | $3,740-61.7% |
| Admin fee / account holder | $1,117 | $4,513-75.2% | $9,502-88.2% | $5,306-78.9% |