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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 | $2,772 | $88,996-96.9% | $78,004-96.4% | $138,895-98.0% |
| Participation rate | 70.0% | 74.4%-4.4pp | 69.4%+0.6pp | 79.9%-9.9pp |
| Annual return | 20.65% | 28.03%-7.4pp | 31.07%-10.4pp | 145.39%-124.7pp |
| Employer contribution / active EE | $0 | $2,917-100.0% | $2,469-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,669 | $4,724-43.5% | $4,092-34.8% | $6,396-58.3% |
| Admin fee / account holder | $1,630 | $8,807-81.5% | $7,578-78.5% | $12,562-87.0% |