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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 | $4,940 | $73,787-93.3% | $98,716-95.0% | $82,448-94.0% |
| Participation rate | 73.7% | 61.4%+12.3pp | 69.3%+4.4pp | 68.1%+5.6pp |
| Annual return | 16.20% | 18.57%-2.4pp | 31.81%-15.6pp | 41.64%-25.4pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,260 | $3,081-59.1% | $4,048-68.9% | $4,139-69.6% |
| Admin fee / account holder | $1,559 | $6,500-76.0% | $8,703-82.1% | $7,234-78.4% |