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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 | $7,228 | $126,661-94.3% | $113,397-93.6% | $138,895-94.8% |
| Participation rate | 80.0% | 79.4%+0.6pp | 76.5%+3.5pp | 79.9%+0.1pp |
| Annual return | 19.42% | 25.05%-5.6pp | 23.20%-3.8pp | 145.39%-126.0pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,214 | $5,693-61.1% | $5,076-56.4% | $6,396-65.4% |
| Admin fee / account holder | $319 | $14,549-97.8% | $11,957-97.3% | $12,562-97.5% |