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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 | $3,690 | $55,902-93.4% | $76,030-95.1% | $80,959-95.4% |
| Participation rate | 81.3% | 62.1%+19.2pp | 69.1%+12.2pp | 67.7%+13.6pp |
| Annual return | 12.09% | 20.59%-8.5pp | 361.54%-349.4pp | 35.67%-23.6pp |
| Employer contribution / active EE | $0 | $1,867-100.0% | $2,688-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,721 | $3,051-43.6% | $4,257-59.6% | $4,300-60.0% |
| Admin fee / account holder | $725 | $5,239-86.2% | $6,421-88.7% | $6,925-89.5% |