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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 | $3,264 | $77,920-95.8% | $149,723-97.8% | $75,177-95.7% |
| Participation rate | 95.4% | 65.6%+29.8pp | 78.8%+16.6pp | 67.2%+28.2pp |
| Annual return | 14.57% | 31.72%-17.2pp | 134.50%-119.9pp | 160.75%-146.2pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,082 | $3,411-39.0% | $5,682-63.4% | $4,126-49.5% |
| Admin fee / account holder | $1,368 | $5,951-77.0% | $13,215-89.7% | $5,651-75.8% |