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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 | $6,842 | $59,804-88.6% | $81,982-91.7% | $79,856-91.4% |
| Participation rate | 80.6% | 61.6%+18.9pp | 69.3%+11.3pp | 69.6%+10.9pp |
| Annual return | 15.94% | 17.56%-1.6pp | 41.31%-25.4pp | 31.71%-15.8pp |
| Employer contribution / active EE | $0 | $1,713-100.0% | $2,498-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,533 | $2,695-6.0% | $3,722-32.0% | $3,741-32.3% |
| Admin fee / account holder | $1,595 | $4,288-62.8% | $5,665-71.8% | $5,306-69.9% |