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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 | $9,258 | $46,877-80.2% | $122,354-92.4% | $70,124-86.8% |
| Participation rate | 80.3% | 58.2%+22.1pp | 71.6%+8.7pp | 69.5%+10.8pp |
| Annual return | 19.08% | 24.22%-5.1pp | 30.28%-11.2pp | 73.14%-54.1pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,051-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,083 | $2,167-50.0% | $3,287-67.1% | $3,332-67.5% |
| Admin fee / account holder | $946 | $3,324-71.6% | $5,479-82.7% | $4,645-79.6% |