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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 | $2,365 | $101,618-97.7% | $93,063-97.5% | $137,256-98.3% |
| Participation rate | 75.0% | 74.9%+0.1pp | 72.1%+2.9pp | 80.0%-5.0pp |
| Annual return | 30.85% | 223.95%-193.1pp | 34.15%-3.3pp | 220.34%-189.5pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,254 | $4,279-70.7% | $3,958-68.3% | $6,407-80.4% |
| Admin fee / account holder | $352 | $6,198-94.3% | $6,033-94.2% | $12,270-97.1% |