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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 | $2,633 | $51,222-94.9% | $70,544-96.3% | $75,173-96.5% |
| Participation rate | 80.0% | 61.0%+19.0pp | 68.4%+11.6pp | 67.2%+12.8pp |
| Annual return | 28.77% | 30.06%-1.3pp | 32.79%-4.0pp | 160.72%-131.9pp |
| Employer contribution / active EE | $0 | $1,827-100.0% | $2,976-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,287 | $2,850-19.8% | $4,568-49.9% | $4,126-44.6% |
| Admin fee / account holder | $1,207 | $4,096-70.5% | $6,427-81.2% | $5,651-78.6% |