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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 | $8,179 | $81,331-89.9% | $155,534-94.7% | $80,935-89.9% |
| Participation rate | 86.5% | 66.3%+20.2pp | 78.2%+8.3pp | 67.7%+18.8pp |
| Annual return | 33.91% | 33.37%+0.5pp | 64.92%-31.0pp | 35.66%-1.8pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,178 | $3,454+21.0% | $5,630-25.8% | $4,299-2.8% |
| Admin fee / account holder | $1,242 | $7,999-84.5% | $15,900-92.2% | $6,924-82.1% |