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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 | $8,114 | $43,496-81.3% | $161,489-95.0% | $64,340-87.4% |
| Participation rate | 86.5% | 53.5%+33.0pp | 78.7%+7.8pp | 55.2%+31.3pp |
| Annual return | 19.29% | 20.76%-1.5pp | 89.72%-70.4pp | 24.14%-4.9pp |
| Employer contribution / active EE | $0 | $1,431-100.0% | $4,268-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $2,702 | $1,996+35.4% | $5,630-52.0% | $2,980-9.4% |
| Admin fee / account holder | $719 | $2,330-69.2% | $16,006-95.5% | $3,703-80.6% |