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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 | $3,899 | $107,733-96.4% | $92,985-95.8% | $154,746-97.5% |
| Participation rate | 81.8% | 74.6%+7.3pp | 69.5%+12.3pp | 80.7%+1.1pp |
| Annual return | 18.37% | 30.39%-12.0pp | 27.99%-9.6pp | 172.34%-154.0pp |
| Employer contribution / active EE | $0 | $3,126-100.0% | $2,662-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,756 | $5,053-65.2% | $4,377-59.9% | $6,730-73.9% |
| Admin fee / account holder | $1,043 | $11,369-90.8% | $9,463-89.0% | $14,365-92.7% |