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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 | $11,276 | $107,733-89.5% | $92,985-87.9% | $154,746-92.7% |
| Participation rate | 76.5% | 74.6%+1.9pp | 69.5%+7.0pp | 80.7%-4.2pp |
| Annual return | 22.30% | 30.39%-8.1pp | 27.99%-5.7pp | 172.34%-150.0pp |
| Employer contribution / active EE | $0 | $3,126-100.0% | $2,662-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,368 | $5,053-33.4% | $4,377-23.1% | $6,730-50.0% |
| Admin fee / account holder | $440 | $11,369-96.1% | $9,463-95.3% | $14,365-96.9% |