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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 | $9,325 | $74,535-87.5% | $100,712-90.7% | $82,637-88.7% |
| Participation rate | 87.9% | 61.2%+26.7pp | 69.3%+18.6pp | 68.1%+19.8pp |
| Annual return | 20.84% | 18.92%+1.9pp | 33.27%-12.4pp | 53.51%-32.7pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,313-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,446 | $3,074-20.4% | $4,085-40.1% | $4,126-40.7% |
| Admin fee / account holder | $872 | $6,576-86.7% | $9,256-90.6% | $7,339-88.1% |