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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 | $1,700 | $25,014-93.2% | $69,632-97.6% | $80,959-97.9% |
| Participation rate | 75.3% | 64.2%+11.1pp | 66.4%+8.8pp | 67.7%+7.6pp |
| Annual return | 14.45% | 19.08%-4.6pp | 101.32%-86.9pp | 35.67%-21.2pp |
| Employer contribution / active EE | $0 | $991-100.0% | $1,708-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,305 | $1,840-29.1% | $2,889-54.8% | $4,300-69.7% |
| Admin fee / account holder | $802 | $2,491-67.8% | $4,695-82.9% | $6,925-88.4% |