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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 | $2,451 | $74,535-96.7% | $100,712-97.6% | $82,637-97.0% |
| Participation rate | 80.3% | 61.2%+19.1pp | 69.3%+11.0pp | 68.1%+12.2pp |
| Annual return | 22.46% | 18.92%+3.5pp | 33.27%-10.8pp | 53.51%-31.0pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,313-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,775 | $3,074-42.3% | $4,085-56.6% | $4,126-57.0% |
| Admin fee / account holder | $533 | $6,576-91.9% | $9,256-94.2% | $7,339-92.7% |