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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 | $3,611 | $55,684-93.5% | $75,900-95.2% | $72,976-95.1% |
| Participation rate | 76.9% | 61.1%+15.8pp | 69.3%+7.6pp | 69.5%+7.4pp |
| Annual return | 26.10% | 27.60%-1.5pp | 30.73%-4.6pp | 81.02%-54.9pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,501-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,702 | $2,634-35.4% | $3,604-52.8% | $3,608-52.8% |
| Admin fee / account holder | $324 | $3,981-91.9% | $5,421-94.0% | $5,124-93.7% |