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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 | $7,636 | $115,225-93.4% | $100,712-92.4% | $138,895-94.5% |
| Participation rate | 76.5% | 74.3%+2.1pp | 69.3%+7.2pp | 79.9%-3.4pp |
| Annual return | 22.20% | 40.35%-18.2pp | 33.27%-11.1pp | 145.39%-123.2pp |
| Employer contribution / active EE | $0 | $2,771-100.0% | $2,313-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,202 | $4,699-53.1% | $4,085-46.1% | $6,396-65.6% |
| Admin fee / account holder | $787 | $10,844-92.7% | $9,256-91.5% | $12,562-93.7% |