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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 | $4,707 | $63,365-92.6% | $91,994-94.9% | $72,975-93.5% |
| Participation rate | 83.0% | 72.5%+10.5pp | 78.6%+4.3pp | 69.5%+13.5pp |
| Annual return | 26.08% | 35.35%-9.3pp | 69.04%-43.0pp | 81.01%-54.9pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,453-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,312 | $4,883-52.6% | $5,924-61.0% | $3,608-35.9% |
| Admin fee / account holder | $1,340 | $4,670-71.3% | $7,744-82.7% | $5,124-73.9% |