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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 | $1,895 | $76,407-97.5% | $150,298-98.7% | $82,448-97.7% |
| Participation rate | 87.1% | 66.4%+20.7pp | 77.8%+9.3pp | 68.1%+19.0pp |
| Annual return | 18.76% | 39.99%-21.2pp | 62.79%-44.0pp | 41.64%-22.9pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $966 | $3,214-70.0% | $5,453-82.3% | $4,139-76.7% |
| Admin fee / account holder | $637 | $6,352-90.0% | $14,116-95.5% | $7,234-91.2% |