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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 | $5,634 | $62,592-91.0% | $85,693-93.4% | $85,856-93.4% |
| Participation rate | 96.6% | 61.1%+35.4pp | 69.9%+26.7pp | 69.3%+27.2pp |
| Annual return | 28.10% | 23.77%+4.3pp | 21.49%+6.6pp | 318.58%-290.5pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,618-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,272 | $2,802-18.9% | $3,923-42.1% | $3,952-42.5% |
| Admin fee / account holder | $426 | $4,643-90.8% | $6,874-93.8% | $6,261-93.2% |