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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 | $1,882 | $87,166-97.8% | $76,735-97.5% | $137,256-98.6% |
| Participation rate | 94.1% | 74.4%+19.8pp | 69.5%+24.6pp | 80.0%+14.2pp |
| Annual return | 24.19% | 26.50%-2.3pp | 29.77%-5.6pp | 220.34%-196.2pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $2,454-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,219 | $4,726-74.2% | $4,088-70.2% | $6,407-81.0% |
| Admin fee / account holder | $400 | $8,403-95.2% | $7,189-94.4% | $12,270-96.7% |