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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 | $3,740 | $59,440-93.7% | $78,004-95.2% | $82,637-95.5% |
| Participation rate | 78.1% | 62.8%+15.3pp | 69.4%+8.7pp | 68.1%+10.1pp |
| Annual return | 23.78% | 40.24%-16.5pp | 31.07%-7.3pp | 53.51%-29.7pp |
| Employer contribution / active EE | $0 | $1,750-100.0% | $2,469-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,378 | $3,138-56.1% | $4,092-66.3% | $4,126-66.6% |
| Admin fee / account holder | $629 | $5,504-88.6% | $7,578-91.7% | $7,339-91.4% |