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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 | $69,444-91.6% | $92,985-93.7% | $87,485-93.3% |
| Participation rate | 89.7% | 63.3%+26.4pp | 69.5%+20.2pp | 68.9%+20.7pp |
| Annual return | 20.72% | 23.85%-3.1pp | 27.99%-7.3pp | 26.06%-5.3pp |
| Employer contribution / active EE | $0 | $1,917-100.0% | $2,662-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,937 | $3,364-12.7% | $4,377-32.9% | $4,274-31.3% |
| Admin fee / account holder | $443 | $6,137-92.8% | $9,463-95.3% | $7,775-94.3% |