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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 | $1,647 | $57,590-97.1% | $86,233-98.1% | $82,448-98.0% |
| Participation rate | 84.3% | 57.9%+26.5pp | 69.0%+15.3pp | 68.1%+16.3pp |
| Annual return | 14.89% | 22.41%-7.5pp | 61.39%-46.5pp | 41.64%-26.7pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $960 | $3,080-68.8% | $4,559-78.9% | $4,139-76.8% |
| Admin fee / account holder | $554 | $4,730-88.3% | $8,342-93.4% | $7,234-92.3% |