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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 | $4,856 | $126,661-96.2% | $113,397-95.7% | $138,895-96.5% |
| Participation rate | 90.9% | 79.4%+11.5pp | 76.5%+14.4pp | 79.9%+11.0pp |
| Annual return | 14.43% | 25.05%-10.6pp | 23.20%-8.8pp | 145.39%-131.0pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,837 | $5,693-50.2% | $5,076-44.1% | $6,396-55.6% |
| Admin fee / account holder | $348 | $14,549-97.6% | $11,957-97.1% | $12,562-97.2% |