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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 | $2,032 | $102,245-98.0% | $89,340-97.7% | $137,256-98.5% |
| Participation rate | 88.2% | 74.9%+13.3pp | 69.6%+18.7pp | 80.0%+8.3pp |
| Annual return | 20.16% | 21.89%-1.7pp | 20.57%-0.4pp | 220.34%-200.2pp |
| Employer contribution / active EE | $0 | $2,529-100.0% | $2,231-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,195 | $4,436-73.1% | $3,823-68.8% | $6,407-81.4% |
| Admin fee / account holder | $1,156 | $8,085-85.7% | $6,704-82.8% | $12,270-90.6% |