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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 | $7,470 | $48,011-84.4% | $63,803-88.3% | $82,637-91.0% |
| Participation rate | 87.5% | 66.6%+20.9pp | 72.7%+14.8pp | 68.1%+19.4pp |
| Annual return | 22.77% | 19.84%+2.9pp | 543.72%-521.0pp | 53.51%-30.7pp |
| Employer contribution / active EE | $0 | $1,904-100.0% | $2,532-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,166 | $2,846+11.2% | $3,843-17.6% | $4,126-23.3% |
| Admin fee / account holder | $723 | $3,873-81.3% | $5,196-86.1% | $7,339-90.1% |