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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 | $8,404 | $81,276-89.7% | $155,574-94.6% | $80,925-89.6% |
| Participation rate | 77.4% | 66.2%+11.2pp | 78.2%-0.8pp | 67.7%+9.8pp |
| Annual return | 10.68% | 33.36%-22.7pp | 64.87%-54.2pp | 35.65%-25.0pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,076 | $3,453-10.9% | $5,629-45.3% | $4,299-28.4% |
| Admin fee / account holder | $907 | $7,993-88.6% | $15,914-94.3% | $6,940-86.9% |