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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 | $31,195 | $108,825-71.3% | $156,181-80.0% | $82,448-62.2% |
| Participation rate | 95.8% | 72.4%+23.5pp | 78.8%+17.0pp | 68.1%+27.8pp |
| Annual return | 0.00% | 20.59%-20.6pp | 64.87%-64.9pp | 41.64%-41.6pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,190 | $4,577-30.3% | $6,132-48.0% | $4,139-22.9% |
| Admin fee / account holder | $901 | $9,341-90.4% | $14,586-93.8% | $7,234-87.5% |