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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 | $3,674 | $57,541-93.6% | $95,728-96.2% | $75,181-95.1% |
| Participation rate | 77.1% | 62.5%+14.6pp | 72.3%+4.9pp | 67.2%+9.9pp |
| Annual return | 30.09% | 34.93%-4.8pp | 28.40%+1.7pp | 160.69%-130.6pp |
| Employer contribution / active EE | $0 | $1,808-100.0% | $2,835-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,561 | $3,074-49.2% | $4,245-63.2% | $4,126-62.2% |
| Admin fee / account holder | $320 | $4,099-92.2% | $5,673-94.4% | $5,650-94.3% |