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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 | $6,643 | $81,233-91.8% | $155,567-95.7% | $80,874-91.8% |
| Participation rate | 89.7% | 66.2%+23.4pp | 78.2%+11.5pp | 67.6%+22.0pp |
| Annual return | 15.58% | 33.33%-17.8pp | 64.74%-49.2pp | 35.62%-20.0pp |
| Employer contribution / active EE | $0 | $3,101-100.0% | $4,674-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,144 | $3,452-8.9% | $5,628-44.1% | $4,297-26.8% |
| Admin fee / account holder | $382 | $7,998-95.2% | $15,916-97.6% | $6,935-94.5% |