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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 | $2,614 | $81,358-96.8% | $155,556-98.3% | $80,959-96.8% |
| Participation rate | 82.9% | 66.3%+16.7pp | 78.2%+4.7pp | 67.7%+15.3pp |
| Annual return | 15.30% | 33.39%-18.1pp | 64.84%-49.5pp | 35.67%-20.4pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,379 | $3,455-60.1% | $5,631-75.5% | $4,300-67.9% |
| Admin fee / account holder | $346 | $7,994-95.7% | $15,885-97.8% | $6,925-95.0% |