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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 | $2,897 | $67,894-95.7% | $89,340-96.8% | $82,448-96.5% |
| Participation rate | 84.6% | 64.0%+20.6pp | 69.6%+15.0pp | 68.1%+16.5pp |
| Annual return | 21.28% | 19.21%+2.1pp | 20.57%+0.7pp | 41.64%-20.4pp |
| Employer contribution / active EE | $0 | $1,828-100.0% | $2,231-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,119 | $3,072-63.6% | $3,823-70.7% | $4,139-73.0% |
| Admin fee / account holder | $666 | $5,723-88.4% | $6,704-90.1% | $7,234-90.8% |