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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 | $8,219 | $77,814-89.4% | $158,223-94.8% | $86,983-90.6% |
| Participation rate | 93.5% | 68.4%+25.1pp | 79.2%+14.3pp | 69.5%+24.0pp |
| Annual return | 22.56% | 30.54%-8.0pp | 52.09%-29.5pp | 25.83%-3.3pp |
| Employer contribution / active EE | $0 | $2,592-100.0% | $4,109-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $6,091 | $3,270+86.3% | $5,467+11.4% | $4,194+45.2% |
| Admin fee / account holder | $1,671 | $5,879-71.6% | $16,047-89.6% | $7,856-78.7% |