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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 | $7,828 | $73,955-89.4% | $96,520-91.9% | $75,181-89.6% |
| Participation rate | 82.8% | 66.4%+16.3pp | 74.3%+8.4pp | 67.2%+15.6pp |
| Annual return | 19.30% | 26.72%-7.4pp | 35.72%-16.4pp | 160.69%-141.4pp |
| Employer contribution / active EE | $0 | $2,930-100.0% | $3,739-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,448 | $3,659-33.1% | $4,879-49.8% | $4,126-40.7% |
| Admin fee / account holder | $767 | $5,217-85.3% | $6,733-88.6% | $5,650-86.4% |