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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 | $6,314 | $58,848-89.3% | $88,179-92.8% | $82,637-92.4% |
| Participation rate | 78.9% | 57.9%+21.0pp | 69.1%+9.8pp | 68.1%+10.9pp |
| Annual return | 25.89% | 22.76%+3.1pp | 64.97%-39.1pp | 53.51%-27.6pp |
| Employer contribution / active EE | $0 | $1,678-100.0% | $2,549-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,916 | $3,124-38.7% | $4,614-58.5% | $4,126-53.6% |
| Admin fee / account holder | $348 | $4,795-92.7% | $7,673-95.5% | $7,339-95.3% |