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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 | $4,456 | $101,778-95.6% | $164,975-97.3% | $80,925-94.5% |
| Participation rate | 87.9% | 71.8%+16.0pp | 78.6%+9.3pp | 67.7%+20.2pp |
| Annual return | 12.60% | 16.73%-4.1pp | 70.12%-57.5pp | 35.65%-23.1pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,343-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,457 | $4,477-45.1% | $6,033-59.3% | $4,299-42.8% |
| Admin fee / account holder | $696 | $8,221-91.5% | $12,688-94.5% | $6,940-90.0% |