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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 | $4,412 | $64,920-93.2% | $103,693-95.7% | $86,983-94.9% |
| Participation rate | 71.4% | 63.6%+7.8pp | 72.6%-1.2pp | 69.5%+1.9pp |
| Annual return | 17.35% | 30.29%-12.9pp | 47.61%-30.3pp | 25.83%-8.5pp |
| Employer contribution / active EE | $0 | $2,141-100.0% | $2,920-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,712 | $3,241-47.2% | $4,579-62.6% | $4,194-59.2% |
| Admin fee / account holder | $1,763 | $6,191-71.5% | $7,858-77.6% | $7,856-77.6% |