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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 | $6,410 | $57,057-88.8% | $85,009-92.5% | $80,874-92.1% |
| Participation rate | 96.8% | 56.4%+40.4pp | 67.5%+29.3pp | 67.6%+29.1pp |
| Annual return | 19.84% | 21.66%-1.8pp | 66.47%-46.6pp | 35.62%-15.8pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,728-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,352 | $3,112+7.7% | $4,522-25.9% | $4,297-22.0% |
| Admin fee / account holder | $395 | $4,986-92.1% | $6,153-93.6% | $6,935-94.3% |