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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 | $5,289 | $78,690-93.3% | $161,489-96.7% | $87,485-94.0% |
| Participation rate | 84.0% | 67.5%+16.5pp | 78.7%+5.3pp | 68.9%+15.1pp |
| Annual return | 21.31% | 32.74%-11.4pp | 89.72%-68.4pp | 26.06%-4.7pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,835 | $3,311-44.6% | $5,630-67.4% | $4,274-57.1% |
| Admin fee / account holder | $1,139 | $6,724-83.1% | $16,006-92.9% | $7,775-85.4% |