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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 | $4,483 | $76,407-94.1% | $150,298-97.0% | $82,448-94.6% |
| Participation rate | 88.5% | 66.4%+22.1pp | 77.8%+10.7pp | 68.1%+20.4pp |
| Annual return | 19.85% | 39.99%-20.1pp | 62.79%-42.9pp | 41.64%-21.8pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,391 | $3,214-56.7% | $5,453-74.5% | $4,139-66.4% |
| Admin fee / account holder | $1,198 | $6,352-81.1% | $14,116-91.5% | $7,234-83.4% |