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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 | $5,300 | $45,343-88.3% | $150,298-96.5% | $67,986-92.2% |
| Participation rate | 77.3% | 51.9%+25.4pp | 77.8%-0.5pp | 57.2%+20.1pp |
| Annual return | 26.11% | 33.28%-7.2pp | 62.79%-36.7pp | 31.67%-5.6pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $4,154-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $2,340 | $2,055+13.9% | $5,453-57.1% | $3,358-30.3% |
| Admin fee / account holder | $415 | $2,250-81.6% | $14,116-97.1% | $3,203-87.0% |