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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 | $8,586 | $106,864-92.0% | $147,318-94.2% | $82,637-89.6% |
| Participation rate | 89.7% | 75.5%+14.2pp | 82.1%+7.7pp | 68.1%+21.7pp |
| Annual return | 23.12% | 27.49%-4.4pp | 70.43%-47.3pp | 53.51%-30.4pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,541 | $6,496-60.9% | $7,906-67.9% | $4,126-38.4% |
| Admin fee / account holder | $699 | $8,415-91.7% | $13,708-94.9% | $7,339-90.5% |