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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 | $6,452 | $124,425-94.8% | $112,040-94.2% | $137,256-95.3% |
| Participation rate | 71.4% | 79.3%-7.9pp | 76.5%-5.1pp | 80.0%-8.5pp |
| Annual return | 25.77% | 24.72%+1.1pp | 24.52%+1.3pp | 220.34%-194.6pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,664 | $5,718-35.9% | $5,098-28.1% | $6,407-42.8% |
| Admin fee / account holder | $1,117 | $15,207-92.7% | $12,098-90.8% | $12,270-90.9% |