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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 | $7,785 | $53,412-85.4% | $68,509-88.6% | $52,331-85.1% |
| Participation rate | 100.0% | 71.7%+28.3pp | 74.7%+25.3pp | 68.1%+31.9pp |
| Annual return | 27.02% | 3.42%+23.6pp | 8.27%+18.7pp | 4.54%+22.5pp |
| Employer contribution / active EE | $0 | $1,607-100.0% | $2,278-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,325 | $2,688-50.7% | $3,382-60.8% | $3,022-56.2% |
| Admin fee / account holder | $366 | $461-20.5% | $5,275-93.1% | $592-38.1% |