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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 | $5,037 | $73,787-93.2% | $98,716-94.9% | $82,448-93.9% |
| Participation rate | 90.5% | 61.4%+29.1pp | 69.3%+21.2pp | 68.1%+22.4pp |
| Annual return | 21.58% | 18.57%+3.0pp | 31.81%-10.2pp | 41.64%-20.1pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,708 | $3,081-44.6% | $4,048-57.8% | $4,139-58.7% |
| Admin fee / account holder | $959 | $6,500-85.2% | $8,703-89.0% | $7,234-86.7% |