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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 | $4,238 | $73,978-94.3% | $96,515-95.6% | $75,173-94.4% |
| Participation rate | 71.1% | 66.4%+4.7pp | 74.3%-3.2pp | 67.2%+3.9pp |
| Annual return | 18.06% | 26.72%-8.7pp | 35.73%-17.7pp | 160.72%-142.7pp |
| Employer contribution / active EE | $0 | $2,931-100.0% | $3,740-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,162 | $3,660-40.9% | $4,880-55.7% | $4,126-47.6% |
| Admin fee / account holder | $394 | $5,219-92.5% | $6,735-94.2% | $5,651-93.0% |