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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 | $2,724 | $48,011-94.3% | $63,803-95.7% | $82,637-96.7% |
| Participation rate | 88.4% | 66.6%+21.8pp | 72.7%+15.7pp | 68.1%+20.3pp |
| Annual return | 20.12% | 19.84%+0.3pp | 543.72%-523.6pp | 53.51%-33.4pp |
| Employer contribution / active EE | $0 | $1,904-100.0% | $2,532-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,211 | $2,846-57.4% | $3,843-68.5% | $4,126-70.6% |
| Admin fee / account holder | $639 | $3,873-83.5% | $5,196-87.7% | $7,339-91.3% |