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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 | $3,407 | $76,407-95.5% | $150,298-97.7% | $82,448-95.9% |
| Participation rate | 78.3% | 66.4%+11.9pp | 77.8%+0.5pp | 68.1%+10.2pp |
| Annual return | 20.30% | 39.99%-19.7pp | 62.79%-42.5pp | 41.64%-21.3pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $886 | $3,214-72.4% | $5,453-83.7% | $4,139-78.6% |
| Admin fee / account holder | $359 | $6,352-94.4% | $14,116-97.5% | $7,234-95.0% |