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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 | $106,749-91.6% | $145,433-93.8% | $82,448-89.1% |
| Participation rate | 88.2% | 75.6%+12.6pp | 82.1%+6.1pp | 68.1%+20.2pp |
| Annual return | 22.04% | 27.59%-5.6pp | 66.58%-44.5pp | 41.64%-19.6pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,757 | $6,519-57.7% | $7,897-65.1% | $4,139-33.4% |
| Admin fee / account holder | $435 | $8,390-94.8% | $13,129-96.7% | $7,234-94.0% |