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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 | $73,787-91.2% | $98,716-93.5% | $82,448-92.2% |
| Participation rate | 92.7% | 61.4%+31.3pp | 69.3%+23.4pp | 68.1%+24.6pp |
| Annual return | 21.19% | 18.57%+2.6pp | 31.81%-10.6pp | 41.64%-20.5pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,391 | $3,081-22.4% | $4,048-40.9% | $4,139-42.2% |
| Admin fee / account holder | $680 | $6,500-89.5% | $8,703-92.2% | $7,234-90.6% |