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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 | $4,080 | $88,996-95.4% | $78,004-94.8% | $138,895-97.1% |
| Participation rate | 81.3% | 74.4%+6.9pp | 69.4%+11.8pp | 79.9%+1.3pp |
| Annual return | 25.54% | 28.03%-2.5pp | 31.07%-5.5pp | 145.39%-119.9pp |
| Employer contribution / active EE | $0 | $2,917-100.0% | $2,469-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,507 | $4,724-46.9% | $4,092-38.7% | $6,396-60.8% |
| Admin fee / account holder | $1,362 | $8,807-84.5% | $7,578-82.0% | $12,562-89.2% |