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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 | $5,864 | $58,627-90.0% | $76,735-92.4% | $82,448-92.9% |
| Participation rate | 89.7% | 63.2%+26.4pp | 69.5%+20.2pp | 68.1%+21.6pp |
| Annual return | 20.72% | 39.10%-18.4pp | 29.77%-9.0pp | 41.64%-20.9pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,454-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,937 | $3,134-6.3% | $4,088-28.2% | $4,139-29.1% |
| Admin fee / account holder | $443 | $5,323-91.7% | $7,189-93.8% | $7,234-93.9% |