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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 | $6,084 | $81,358-92.5% | $155,556-96.1% | $80,959-92.5% |
| Participation rate | 71.4% | 66.3%+5.2pp | 78.2%-6.8pp | 67.7%+3.8pp |
| Annual return | 13.16% | 33.39%-20.2pp | 64.84%-51.7pp | 35.67%-22.5pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,175 | $3,455-37.0% | $5,631-61.4% | $4,300-49.4% |
| Admin fee / account holder | $348 | $7,994-95.6% | $15,885-97.8% | $6,925-95.0% |