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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 | $78,690-94.3% | $161,489-97.2% | $87,485-94.9% |
| Participation rate | 88.5% | 67.5%+21.0pp | 78.7%+9.8pp | 68.9%+19.5pp |
| Annual return | 19.85% | 32.74%-12.9pp | 89.72%-69.9pp | 26.06%-6.2pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,391 | $3,311-58.0% | $5,630-75.3% | $4,274-67.4% |
| Admin fee / account holder | $1,198 | $6,724-82.2% | $16,006-92.5% | $7,775-84.6% |