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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 | $4,988 | $69,444-92.8% | $92,985-94.6% | $87,485-94.3% |
| Participation rate | 80.5% | 63.3%+17.2pp | 69.5%+11.0pp | 68.9%+11.6pp |
| Annual return | 23.55% | 23.85%-0.3pp | 27.99%-4.4pp | 26.06%-2.5pp |
| Employer contribution / active EE | $0 | $1,917-100.0% | $2,662-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,831 | $3,364-45.6% | $4,377-58.2% | $4,274-57.2% |
| Admin fee / account holder | $635 | $6,137-89.7% | $9,463-93.3% | $7,775-91.8% |