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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 | $3,644 | $69,444-94.8% | $92,985-96.1% | $87,485-95.8% |
| Participation rate | 91.9% | 63.3%+28.6pp | 69.5%+22.4pp | 68.9%+23.0pp |
| Annual return | 30.10% | 23.85%+6.2pp | 27.99%+2.1pp | 26.06%+4.0pp |
| Employer contribution / active EE | $0 | $1,917-100.0% | $2,662-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,455 | $3,364-27.0% | $4,377-43.9% | $4,274-42.6% |
| Admin fee / account holder | $719 | $6,137-88.3% | $9,463-92.4% | $7,775-90.7% |