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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 | $6,533 | $58,627-88.9% | $76,735-91.5% | $82,448-92.1% |
| Participation rate | 73.5% | 63.2%+10.3pp | 69.5%+4.0pp | 68.1%+5.5pp |
| Annual return | 27.16% | 39.10%-11.9pp | 29.77%-2.6pp | 41.64%-14.5pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,454-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,808 | $3,134-10.4% | $4,088-31.3% | $4,139-32.2% |
| Admin fee / account holder | $1,118 | $5,323-79.0% | $7,189-84.4% | $7,234-84.5% |