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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 | $2,806 | $71,872-96.1% | $86,691-96.8% | $68,495-95.9% |
| Participation rate | 83.7% | 72.2%+11.4pp | 76.6%+7.1pp | 67.9%+15.8pp |
| Annual return | -0.26% | 3.53%-3.8pp | 35.94%-36.2pp | -7.84%+7.6pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,163 | $3,779-42.8% | $4,656-53.5% | $4,028-46.3% |
| Admin fee / account holder | $349 | $6,112-94.3% | $7,492-95.3% | $5,403-93.5% |