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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 | $7,199 | $81,276-91.1% | $155,574-95.4% | $80,925-91.1% |
| Participation rate | 74.4% | 66.2%+8.2pp | 78.2%-3.8pp | 67.7%+6.8pp |
| Annual return | 0.00% | 33.36%-33.4pp | 64.87%-64.9pp | 35.65%-35.6pp |
| Employer contribution / active EE | $2,120 | $3,103-31.7% | $4,676-54.7% | $2,756-23.1% |
| Participant deferral / active EE | $2,833 | $3,453-17.9% | $5,629-49.7% | $4,299-34.1% |
| Admin fee / account holder | $1,646 | $7,993-79.4% | $15,914-89.7% | $6,940-76.3% |