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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 | $4,899 | $71,230-93.1% | $93,727-94.8% | $80,959-93.9% |
| Participation rate | 88.4% | 60.4%+28.0pp | 68.7%+19.7pp | 67.7%+20.7pp |
| Annual return | 13.56% | 11.26%+2.3pp | 133.83%-120.3pp | 35.67%-22.1pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,421-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,374 | $4,037-41.2% | $4,417-46.3% | $4,300-44.8% |
| Admin fee / account holder | $782 | $6,961-88.8% | $8,292-90.6% | $6,925-88.7% |