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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 | $6,677 | $126,661-94.7% | $113,397-94.1% | $138,895-95.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 21.48% | 25.05%-3.6pp | 23.20%-1.7pp | 145.39%-123.9pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,012 | $5,693-64.7% | $5,076-60.4% | $6,396-68.5% |
| Admin fee / account holder | $2,699 | $14,549-81.4% | $11,957-77.4% | $12,562-78.5% |