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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 | $12,725 | $62,592-79.7% | $85,693-85.2% | $85,856-85.2% |
| Participation rate | 96.3% | 61.1%+35.2pp | 69.9%+26.4pp | 69.3%+27.0pp |
| Annual return | 14.94% | 23.77%-8.8pp | 21.49%-6.6pp | 318.58%-303.6pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,618-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,553 | $2,802-8.9% | $3,923-34.9% | $3,952-35.4% |
| Admin fee / account holder | $2,679 | $4,643-42.3% | $6,874-61.0% | $6,261-57.2% |