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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 | $5,210 | $75,541-93.1% | $152,093-96.6% | $82,637-93.7% |
| Participation rate | 77.8% | 66.5%+11.2pp | 77.8%0pp | 68.1%+9.7pp |
| Annual return | 20.51% | 32.56%-12.0pp | 66.36%-45.8pp | 53.51%-33.0pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,511 | $3,206-52.9% | $5,451-72.3% | $4,126-63.4% |
| Admin fee / account holder | $458 | $6,405-92.8% | $14,497-96.8% | $7,339-93.8% |