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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 | $9,306 | $81,262-88.5% | $155,602-94.0% | $80,911-88.5% |
| Participation rate | 90.6% | 66.2%+24.4pp | 78.2%+12.4pp | 67.6%+23.0pp |
| Annual return | 21.51% | 33.34%-11.8pp | 64.81%-43.3pp | 35.63%-14.1pp |
| Employer contribution / active EE | $0 | $3,102-100.0% | $4,675-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,564 | $3,451-25.7% | $5,629-54.5% | $4,297-40.3% |
| Admin fee / account holder | $958 | $7,992-88.0% | $15,923-94.0% | $6,935-86.2% |