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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 | $8,828 | $63,845-86.2% | $81,370-89.2% | $80,959-89.1% |
| Participation rate | 74.2% | 63.9%+10.3pp | 69.5%+4.7pp | 67.7%+6.5pp |
| Annual return | 13.28% | 16.37%-3.1pp | 24.85%-11.6pp | 35.67%-22.4pp |
| Employer contribution / active EE | $0 | $1,980-100.0% | $2,464-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,744 | $3,093-11.3% | $3,885-29.4% | $4,300-36.2% |
| Admin fee / account holder | $1,252 | $5,688-78.0% | $5,749-78.2% | $6,925-81.9% |