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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 | $3,141 | $36,140-91.3% | $73,658-95.7% | $64,340-95.1% |
| Participation rate | 86.3% | 31.0%+55.3pp | 57.0%+29.2pp | 55.2%+31.0pp |
| Annual return | 17.83% | 21.48%-3.7pp | 29.72%-11.9pp | 24.14%-6.3pp |
| Employer contribution / active EE | $0 | $443-100.0% | $1,032-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $814 | $1,023-20.4% | $2,062-60.5% | $2,980-72.7% |
| Admin fee / account holder | $522 | $2,513-79.2% | $3,357-84.4% | $3,703-85.9% |