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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 | $8,052 | $106,749-92.5% | $145,433-94.5% | $82,448-90.2% |
| Participation rate | 80.2% | 75.6%+4.6pp | 82.1%-1.9pp | 68.1%+12.2pp |
| Annual return | 28.45% | 27.59%+0.9pp | 66.58%-38.1pp | 41.64%-13.2pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,810 | $6,519-56.9% | $7,897-64.4% | $4,139-32.1% |
| Admin fee / account holder | $666 | $8,390-92.1% | $13,129-94.9% | $7,234-90.8% |