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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 | $5,793 | $73,978-92.2% | $96,515-94.0% | $75,173-92.3% |
| Participation rate | 76.2% | 66.4%+9.8pp | 74.3%+1.8pp | 67.2%+9.0pp |
| Annual return | 24.99% | 26.72%-1.7pp | 35.73%-10.7pp | 160.72%-135.7pp |
| Employer contribution / active EE | $0 | $2,931-100.0% | $3,740-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,951 | $3,660-19.4% | $4,880-39.5% | $4,126-28.5% |
| Admin fee / account holder | $687 | $5,219-86.8% | $6,735-89.8% | $5,651-87.8% |