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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 | $6,238 | $108,212-94.2% | $77,513-92.0% | $158,966-96.1% |
| Participation rate | 94.4% | 64.4%+30.0pp | 54.2%+40.3pp | 82.0%+12.5pp |
| Annual return | 19.65% | 31.67%-12.0pp | 54.81%-35.2pp | 302.95%-283.3pp |
| Employer contribution / active EE | $0 | $1,325-100.0% | $987-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,965 | $2,455+20.8% | $1,861+59.3% | $5,983-50.4% |
| Admin fee / account holder | $426 | $3,709-88.5% | $2,859-85.1% | $11,250-96.2% |