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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 | $7,208 | $78,690-90.8% | $161,489-95.5% | $87,485-91.8% |
| Participation rate | 78.6% | 67.5%+11.1pp | 78.7%-0.1pp | 68.9%+9.6pp |
| Annual return | 15.51% | 32.74%-17.2pp | 89.72%-74.2pp | 26.06%-10.5pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,703 | $3,311-18.4% | $5,630-52.0% | $4,274-36.8% |
| Admin fee / account holder | $1,419 | $6,724-78.9% | $16,006-91.1% | $7,775-81.8% |