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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 | $3,302 | $126,661-97.4% | $113,397-97.1% | $138,895-97.6% |
| Participation rate | 84.2% | 79.4%+4.8pp | 76.5%+7.7pp | 79.9%+4.3pp |
| Annual return | 35.50% | 25.05%+10.5pp | 23.20%+12.3pp | 145.39%-109.9pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,096 | $5,693-63.2% | $5,076-58.7% | $6,396-67.2% |
| Admin fee / account holder | $336 | $14,549-97.7% | $11,957-97.2% | $12,562-97.3% |