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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 | $5,770 | $57,590-90.0% | $86,233-93.3% | $82,448-93.0% |
| Participation rate | 80.4% | 57.9%+22.6pp | 69.0%+11.4pp | 68.1%+12.4pp |
| Annual return | 14.99% | 22.41%-7.4pp | 61.39%-46.4pp | 41.64%-26.6pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,089 | $3,080-64.7% | $4,559-76.1% | $4,139-73.7% |
| Admin fee / account holder | $991 | $4,730-79.1% | $8,342-88.1% | $7,234-86.3% |