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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 | $3,662 | $57,590-93.6% | $86,233-95.8% | $82,448-95.6% |
| Participation rate | 85.7% | 57.9%+27.8pp | 69.0%+16.7pp | 68.1%+17.6pp |
| Annual return | 25.42% | 22.41%+3.0pp | 61.39%-36.0pp | 41.64%-16.2pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,301 | $3,080-57.8% | $4,559-71.5% | $4,139-68.6% |
| Admin fee / account holder | $598 | $4,730-87.3% | $8,342-92.8% | $7,234-91.7% |