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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 | $2,749 | $78,690-96.5% | $161,489-98.3% | $87,485-96.9% |
| Participation rate | 86.2% | 67.5%+18.7pp | 78.7%+7.5pp | 68.9%+17.3pp |
| Annual return | 21.70% | 32.74%-11.0pp | 89.72%-68.0pp | 26.06%-4.4pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,513 | $3,311-54.3% | $5,630-73.1% | $4,274-64.6% |
| Admin fee / account holder | $382 | $6,724-94.3% | $16,006-97.6% | $7,775-95.1% |