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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 | $3,350 | $78,690-95.7% | $161,489-97.9% | $87,485-96.2% |
| Participation rate | 85.2% | 67.5%+17.7pp | 78.7%+6.5pp | 68.9%+16.3pp |
| Annual return | 19.30% | 32.74%-13.4pp | 89.72%-70.4pp | 26.06%-6.8pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,194 | $3,311-33.7% | $5,630-61.0% | $4,274-48.7% |
| Admin fee / account holder | $981 | $6,724-85.4% | $16,006-93.9% | $7,775-87.4% |