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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 | $4,631 | $57,140-91.9% | $85,240-94.6% | $80,959-94.3% |
| Participation rate | 74.4% | 56.4%+18.0pp | 67.5%+6.9pp | 67.7%+6.7pp |
| Annual return | 11.53% | 21.71%-10.2pp | 66.75%-55.2pp | 35.67%-24.1pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,735-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,664 | $3,115-46.6% | $4,527-63.2% | $4,300-61.3% |
| Admin fee / account holder | $710 | $4,992-85.8% | $6,165-88.5% | $6,925-89.7% |