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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 | $2,331 | $78,027-97.0% | $178,528-98.7% | $80,925-97.1% |
| Participation rate | 97.1% | 65.7%+31.4pp | 77.1%+20.0pp | 67.7%+29.4pp |
| Annual return | 14.44% | 18.09%-3.7pp | 27.11%-12.7pp | 35.65%-21.2pp |
| Employer contribution / active EE | $0 | $2,281-100.0% | $3,950-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,473 | $4,408-66.6% | $6,278-76.5% | $4,299-65.7% |
| Admin fee / account holder | $372 | $7,168-94.8% | $10,419-96.4% | $6,940-94.6% |