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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 | $106,864-91.6% | $147,318-93.9% | $82,637-89.2% |
| Participation rate | 88.2% | 75.5%+12.7pp | 82.1%+6.2pp | 68.1%+20.2pp |
| Annual return | 22.04% | 27.49%-5.5pp | 70.43%-48.4pp | 53.51%-31.5pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,757 | $6,496-57.6% | $7,906-65.1% | $4,126-33.2% |
| Admin fee / account holder | $435 | $8,415-94.8% | $13,708-96.8% | $7,339-94.1% |