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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 | $4,216 | $57,590-92.7% | $86,233-95.1% | $82,448-94.9% |
| Participation rate | 90.8% | 57.9%+32.9pp | 69.0%+21.8pp | 68.1%+22.7pp |
| Annual return | 21.90% | 22.41%-0.5pp | 61.39%-39.5pp | 41.64%-19.7pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,471 | $3,080-52.2% | $4,559-67.7% | $4,139-64.5% |
| Admin fee / account holder | $378 | $4,730-92.0% | $8,342-95.5% | $7,234-94.8% |