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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 | $6,888 | $78,428-91.2% | $95,960-92.8% | $79,852-91.4% |
| Participation rate | 93.7% | 73.5%+20.2pp | 77.1%+16.6pp | 69.6%+24.0pp |
| Annual return | 18.60% | 19.37%-0.8pp | 91.63%-73.0pp | 31.72%-13.1pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,520 | $3,440-26.8% | $4,167-39.5% | $3,740-32.6% |
| Admin fee / account holder | $1,472 | $5,622-73.8% | $6,797-78.3% | $5,306-72.3% |