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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 | $2,087 | $36,948-94.4% | $73,658-97.2% | $87,485-97.6% |
| Participation rate | 75.5% | 46.8%+28.7pp | 57.0%+18.5pp | 68.9%+6.6pp |
| Annual return | 18.60% | 28.64%-10.0pp | 29.72%-11.1pp | 26.06%-7.5pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,032-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $556 | $1,379-59.7% | $2,062-73.0% | $4,274-87.0% |
| Admin fee / account holder | $557 | $2,531-78.0% | $3,357-83.4% | $7,775-92.8% |