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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 | $4,724 | $90,400-94.8% | $186,193-97.5% | $87,485-94.6% |
| Participation rate | 96.0% | 66.2%+29.8pp | 77.1%+18.9pp | 68.9%+27.1pp |
| Annual return | 26.72% | 22.15%+4.6pp | 78.03%-51.3pp | 26.06%+0.7pp |
| Employer contribution / active EE | $0 | $2,170-100.0% | $3,918-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,367 | $4,330-45.3% | $6,513-63.7% | $4,274-44.6% |
| Admin fee / account holder | $525 | $8,673-93.9% | $11,058-95.3% | $7,775-93.2% |