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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 | $3,283 | $58,627-94.4% | $76,735-95.7% | $82,448-96.0% |
| Participation rate | 87.5% | 63.2%+24.3pp | 69.5%+18.0pp | 68.1%+19.4pp |
| Annual return | 20.68% | 39.10%-18.4pp | 29.77%-9.1pp | 41.64%-21.0pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,454-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,992 | $3,134-36.4% | $4,088-51.3% | $4,139-51.9% |
| Admin fee / account holder | $736 | $5,323-86.2% | $7,189-89.8% | $7,234-89.8% |