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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 | $7,900 | $70,002-88.7% | $115,038-93.1% | $52,331-84.9% |
| Participation rate | 88.3% | 72.1%+16.2pp | 81.4%+7.0pp | 68.1%+20.2pp |
| Annual return | -0.03% | 4.04%-4.1pp | 26.14%-26.2pp | 4.54%-4.6pp |
| Employer contribution / active EE | $0 | $2,715-100.0% | $4,608-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $3,700 | $4,920-24.8% | $6,026-38.6% | $3,022+22.4% |
| Admin fee / account holder | $407 | $566-28.1% | $8,175-95.0% | $592-31.2% |