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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 | $9,661 | $107,733-91.0% | $92,985-89.6% | $154,746-93.8% |
| Participation rate | 73.3% | 74.6%-1.2pp | 69.5%+3.8pp | 80.7%-7.4pp |
| Annual return | 8.57% | 30.39%-21.8pp | 27.99%-19.4pp | 172.34%-163.8pp |
| Employer contribution / active EE | $0 | $3,126-100.0% | $2,662-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,884 | $5,053-42.9% | $4,377-34.1% | $6,730-57.1% |
| Admin fee / account holder | $874 | $11,369-92.3% | $9,463-90.8% | $14,365-93.9% |