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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 | $5,626 | $76,407-92.6% | $150,298-96.3% | $82,448-93.2% |
| Participation rate | 76.6% | 66.4%+10.2pp | 77.8%-1.1pp | 68.1%+8.6pp |
| Annual return | 20.17% | 39.99%-19.8pp | 62.79%-42.6pp | 41.64%-21.5pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,347 | $3,214-27.0% | $5,453-57.0% | $4,139-43.3% |
| Admin fee / account holder | $830 | $6,352-86.9% | $14,116-94.1% | $7,234-88.5% |