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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 | $2,482 | $68,878-96.4% | $120,574-97.9% | $80,935-96.9% |
| Participation rate | 77.8% | 61.7%+16.1pp | 71.9%+5.8pp | 67.7%+10.1pp |
| Annual return | 14.43% | 23.67%-9.2pp | 107.42%-93.0pp | 35.66%-21.2pp |
| Employer contribution / active EE | $0 | $2,065-100.0% | $3,471-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,342 | $3,189-57.9% | $4,996-73.1% | $4,299-68.8% |
| Admin fee / account holder | $676 | $5,782-88.3% | $9,445-92.8% | $6,924-90.2% |