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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 | $2,168 | $63,845-96.6% | $81,370-97.3% | $80,959-97.3% |
| Participation rate | 92.9% | 63.9%+29.0pp | 69.5%+23.3pp | 67.7%+25.2pp |
| Annual return | 15.57% | 16.37%-0.8pp | 24.85%-9.3pp | 35.67%-20.1pp |
| Employer contribution / active EE | $0 | $1,980-100.0% | $2,464-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,977 | $3,093-36.1% | $3,885-49.1% | $4,300-54.0% |
| Admin fee / account holder | $880 | $5,688-84.5% | $5,749-84.7% | $6,925-87.3% |