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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 | $4,802 | $108,825-95.6% | $156,181-96.9% | $82,448-94.2% |
| Participation rate | 83.0% | 72.4%+10.7pp | 78.8%+4.2pp | 68.1%+15.0pp |
| Annual return | 19.76% | 20.59%-0.8pp | 64.87%-45.1pp | 41.64%-21.9pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,289 | $4,577-28.1% | $6,132-46.4% | $4,139-20.5% |
| Admin fee / account holder | $1,132 | $9,341-87.9% | $14,586-92.2% | $7,234-84.3% |