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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 | $8,073 | $114,712-93.0% | $173,730-95.4% | $87,485-90.8% |
| Participation rate | 80.3% | 73.0%+7.3pp | 79.6%+0.7pp | 68.9%+11.4pp |
| Annual return | 38.84% | 20.18%+18.7pp | 19.96%+18.9pp | 26.06%+12.8pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $4,577-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,300 | $4,642-7.4% | $6,326-32.0% | $4,274+0.6% |
| Admin fee / account holder | $1,807 | $10,210-82.3% | $17,523-89.7% | $7,775-76.8% |