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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 | $6,893 | $106,864-93.6% | $147,318-95.3% | $82,637-91.7% |
| Participation rate | 94.4% | 75.5%+18.9pp | 82.1%+12.4pp | 68.1%+26.4pp |
| Annual return | 18.55% | 27.49%-8.9pp | 70.43%-51.9pp | 53.51%-35.0pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,568 | $6,496-60.5% | $7,906-67.5% | $4,126-37.8% |
| Admin fee / account holder | $831 | $8,415-90.1% | $13,708-93.9% | $7,339-88.7% |