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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 | $5,723 | $57,057-90.0% | $85,009-93.3% | $80,874-92.9% |
| Participation rate | 85.7% | 56.4%+29.4pp | 67.5%+18.2pp | 67.6%+18.1pp |
| Annual return | 36.98% | 21.66%+15.3pp | 66.47%-29.5pp | 35.62%+1.4pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,728-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,338 | $3,112-24.9% | $4,522-48.3% | $4,297-45.6% |
| Admin fee / account holder | $658 | $4,986-86.8% | $6,153-89.3% | $6,935-90.5% |