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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 | $6,481 | $106,749-93.9% | $145,433-95.5% | $82,448-92.1% |
| Participation rate | 79.5% | 75.6%+3.8pp | 82.1%-2.6pp | 68.1%+11.4pp |
| Annual return | 14.30% | 27.59%-13.3pp | 66.58%-52.3pp | 41.64%-27.3pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,214 | $6,519-50.7% | $7,897-59.3% | $4,139-22.3% |
| Admin fee / account holder | $434 | $8,390-94.8% | $13,129-96.7% | $7,234-94.0% |