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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 | $3,288 | $81,331-96.0% | $155,534-97.9% | $80,935-95.9% |
| Participation rate | 88.6% | 66.3%+22.4pp | 78.2%+10.4pp | 67.7%+21.0pp |
| Annual return | 14.97% | 33.37%-18.4pp | 64.92%-49.9pp | 35.66%-20.7pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,363 | $3,454-31.6% | $5,630-58.0% | $4,299-45.0% |
| Admin fee / account holder | $599 | $7,999-92.5% | $15,900-96.2% | $6,924-91.3% |