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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 | $3,999 | $79,961-95.0% | $98,462-95.9% | $75,177-94.7% |
| Participation rate | 81.3% | 70.4%+10.9pp | 75.2%+6.1pp | 67.2%+14.0pp |
| Annual return | 28.63% | 19.75%+8.9pp | 21.17%+7.5pp | 160.75%-132.1pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,049-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,408 | $3,753-35.8% | $4,738-49.2% | $4,126-41.6% |
| Admin fee / account holder | $595 | $6,842-91.3% | $8,875-93.3% | $5,651-89.5% |