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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 | $101,618-97.3% | $93,063-97.1% | $137,256-98.0% |
| Participation rate | 83.3% | 74.9%+8.4pp | 72.1%+11.2pp | 80.0%+3.4pp |
| Annual return | 26.64% | 223.95%-197.3pp | 34.15%-7.5pp | 220.34%-193.7pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,025 | $4,279-52.7% | $3,958-48.8% | $6,407-68.4% |
| Admin fee / account holder | $1,441 | $6,198-76.8% | $6,033-76.1% | $12,270-88.3% |