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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 | $6,460 | $76,834-91.6% | $108,359-94.0% | $87,485-92.6% |
| Participation rate | 92.7% | 61.7%+31.0pp | 70.1%+22.6pp | 68.9%+23.8pp |
| Annual return | 21.19% | 19.09%+2.1pp | 36.89%-15.7pp | 26.06%-4.9pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | $2,399-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,391 | $3,100-22.9% | $4,137-42.2% | $4,274-44.1% |
| Admin fee / account holder | $680 | $6,537-89.6% | $9,741-93.0% | $7,775-91.3% |