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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 | $1,781 | $87,166-98.0% | $76,735-97.7% | $137,256-98.7% |
| Participation rate | 83.3% | 74.4%+9.0pp | 69.5%+13.8pp | 80.0%+3.4pp |
| Annual return | 15.92% | 26.50%-10.6pp | 29.77%-13.8pp | 220.34%-204.4pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $2,454-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,301 | $4,726-72.5% | $4,088-68.2% | $6,407-79.7% |
| Admin fee / account holder | $997 | $8,403-88.1% | $7,189-86.1% | $12,270-91.9% |