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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 | $2,732 | $102,938-97.3% | $94,105-97.1% | $138,895-98.0% |
| Participation rate | 83.3% | 74.6%+8.7pp | 71.9%+11.4pp | 79.9%+3.4pp |
| Annual return | 26.64% | 250.28%-223.6pp | 204.55%-177.9pp | 145.39%-118.8pp |
| Employer contribution / active EE | $0 | $2,732-100.0% | $2,504-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,025 | $4,196-51.7% | $3,881-47.8% | $6,396-68.3% |
| Admin fee / account holder | $1,441 | $6,600-78.2% | $6,199-76.8% | $12,562-88.5% |