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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 | $8,966 | $106,524-91.6% | $152,301-94.1% | $87,485-89.8% |
| Participation rate | 88.2% | 75.8%+12.5pp | 82.4%+5.8pp | 68.9%+19.3pp |
| Annual return | 22.04% | 26.89%-4.9pp | 80.50%-58.5pp | 26.06%-4.0pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,757 | $6,525-57.7% | $8,004-65.6% | $4,274-35.5% |
| Admin fee / account holder | $435 | $8,287-94.7% | $14,398-97.0% | $7,775-94.4% |