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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 | $6,035 | $57,590-89.5% | $86,233-93.0% | $82,448-92.7% |
| Participation rate | 88.6% | 57.9%+30.7pp | 69.0%+19.6pp | 68.1%+20.5pp |
| Annual return | 18.92% | 22.41%-3.5pp | 61.39%-42.5pp | 41.64%-22.7pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,430 | $3,080-53.6% | $4,559-68.6% | $4,139-65.5% |
| Admin fee / account holder | $831 | $4,730-82.4% | $8,342-90.0% | $7,234-88.5% |