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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 | $2,565 | $81,331-96.8% | $155,534-98.4% | $80,935-96.8% |
| Participation rate | 80.0% | 66.3%+13.7pp | 78.2%+1.8pp | 67.7%+12.3pp |
| Annual return | 18.08% | 33.37%-15.3pp | 64.92%-46.8pp | 35.66%-17.6pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,698 | $3,454-50.8% | $5,630-69.8% | $4,299-60.5% |
| Admin fee / account holder | $507 | $7,999-93.7% | $15,900-96.8% | $6,924-92.7% |