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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 | $3,923 | $75,541-94.8% | $152,093-97.4% | $82,637-95.3% |
| Participation rate | 97.7% | 66.5%+31.2pp | 77.8%+20.0pp | 68.1%+29.7pp |
| Annual return | 23.99% | 32.56%-8.6pp | 66.36%-42.4pp | 53.51%-29.5pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,919 | $3,206-40.1% | $5,451-64.8% | $4,126-53.5% |
| Admin fee / account holder | $314 | $6,405-95.1% | $14,497-97.8% | $7,339-95.7% |