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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 | $6,169 | $94,031-93.4% | $115,768-94.7% | $82,448-92.5% |
| Participation rate | 79.3% | 70.4%+8.9pp | 74.4%+4.9pp | 68.1%+11.2pp |
| Annual return | 19.09% | 20.61%-1.5pp | 100.46%-81.4pp | 41.64%-22.6pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $2,940-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,555 | $3,972-35.7% | $4,917-48.0% | $4,139-38.3% |
| Admin fee / account holder | $736 | $10,249-92.8% | $12,439-94.1% | $7,234-89.8% |