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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 | $7,909 | $101,795-92.2% | $165,100-95.2% | $80,959-90.2% |
| Participation rate | 89.3% | 71.8%+17.5pp | 78.6%+10.7pp | 67.7%+21.6pp |
| Annual return | 11.08% | 16.73%-5.6pp | 70.21%-59.1pp | 35.67%-24.6pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,348-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,663 | $4,476-40.5% | $6,035-55.9% | $4,300-38.1% |
| Admin fee / account holder | $785 | $8,221-90.5% | $12,696-93.8% | $6,925-88.7% |