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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 | $4,913 | $81,331-94.0% | $155,534-96.8% | $80,935-93.9% |
| Participation rate | 73.8% | 66.3%+7.6pp | 78.2%-4.4pp | 67.7%+6.1pp |
| Annual return | 12.20% | 33.37%-21.2pp | 64.92%-52.7pp | 35.66%-23.5pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,763 | $3,454-49.0% | $5,630-68.7% | $4,299-59.0% |
| Admin fee / account holder | $675 | $7,999-91.6% | $15,900-95.8% | $6,924-90.2% |