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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 | $5,082 | $99,633-94.9% | $183,328-97.2% | $82,448-93.8% |
| Participation rate | 76.4% | 70.8%+5.6pp | 77.3%-1.0pp | 68.1%+8.3pp |
| Annual return | 19.40% | 17.84%+1.6pp | 29.67%-10.3pp | 41.64%-22.2pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,055-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,648 | $4,938-46.4% | $6,795-61.0% | $4,139-36.0% |
| Admin fee / account holder | $2,002 | $9,934-79.8% | $21,427-90.7% | $7,234-72.3% |