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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 | $4,327 | $46,877-90.8% | $122,354-96.5% | $70,126-93.8% |
| Participation rate | 81.8% | 58.2%+23.6pp | 71.6%+10.2pp | 69.5%+12.3pp |
| Annual return | 23.21% | 24.22%-1.0pp | 30.28%-7.1pp | 73.15%-49.9pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,051-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,599 | $2,167+19.9% | $3,287-20.9% | $3,332-22.0% |
| Admin fee / account holder | $356 | $3,324-89.3% | $5,479-93.5% | $4,645-92.3% |