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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 | $2,581 | $102,245-97.5% | $89,340-97.1% | $137,256-98.1% |
| Participation rate | 80.0% | 74.9%+5.1pp | 69.6%+10.4pp | 80.0%0pp |
| Annual return | 12.57% | 21.89%-9.3pp | 20.57%-8.0pp | 220.34%-207.8pp |
| Employer contribution / active EE | $0 | $2,529-100.0% | $2,231-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,315 | $4,436-70.4% | $3,823-65.6% | $6,407-79.5% |
| Admin fee / account holder | $881 | $8,085-89.1% | $6,704-86.9% | $12,270-92.8% |