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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 | $12,992 | $72,177-82.0% | $115,038-88.7% | $59,633-78.2% |
| Participation rate | 70.8% | 72.6%-1.8pp | 81.4%-10.6pp | 68.7%+2.1pp |
| Annual return | 0.35% | 12.02%-11.7pp | 26.14%-25.8pp | 2041.45%-2041.1pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $7,728 | $4,783+61.6% | $6,026+28.2% | $3,192+142.1% |
| Admin fee / account holder | $976 | $4,927-80.2% | $8,175-88.1% | $4,297-77.3% |