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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 | $4,842 | $75,541-93.6% | $152,093-96.8% | $82,637-94.1% |
| Participation rate | 73.1% | 66.5%+6.5pp | 77.8%-4.7pp | 68.1%+5.0pp |
| Annual return | 19.67% | 32.56%-12.9pp | 66.36%-46.7pp | 53.51%-33.8pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,264 | $3,206-60.6% | $5,451-76.8% | $4,126-69.4% |
| Admin fee / account holder | $990 | $6,405-84.5% | $14,497-93.2% | $7,339-86.5% |