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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 | $5,431 | $58,627-90.7% | $76,735-92.9% | $82,448-93.4% |
| Participation rate | 96.4% | 63.2%+33.2pp | 69.5%+26.9pp | 68.1%+28.4pp |
| Annual return | 20.44% | 39.10%-18.7pp | 29.77%-9.3pp | 41.64%-21.2pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,454-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,078 | $3,134-1.8% | $4,088-24.7% | $4,139-25.6% |
| Admin fee / account holder | $1,176 | $5,323-77.9% | $7,189-83.6% | $7,234-83.7% |