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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 | $5,265 | $57,140-90.8% | $85,240-93.8% | $80,959-93.5% |
| Participation rate | 72.9% | 56.4%+16.5pp | 67.5%+5.4pp | 67.7%+5.2pp |
| Annual return | 10.81% | 21.71%-10.9pp | 66.75%-55.9pp | 35.67%-24.9pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,735-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,898 | $3,115-39.1% | $4,527-58.1% | $4,300-55.9% |
| Admin fee / account holder | $1,272 | $4,992-74.5% | $6,165-79.4% | $6,925-81.6% |