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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 | $5,818 | $76,407-92.4% | $150,298-96.1% | $82,448-92.9% |
| Participation rate | 75.4% | 66.4%+9.0pp | 77.8%-2.4pp | 68.1%+7.3pp |
| Annual return | 17.85% | 39.99%-22.1pp | 62.79%-44.9pp | 41.64%-23.8pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,871 | $3,214-41.8% | $5,453-65.7% | $4,139-54.8% |
| Admin fee / account holder | $1,038 | $6,352-83.7% | $14,116-92.6% | $7,234-85.7% |