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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 | $6,394 | $78,690-91.9% | $161,489-96.0% | $87,485-92.7% |
| Participation rate | 88.0% | 67.5%+20.5pp | 78.7%+9.3pp | 68.9%+19.1pp |
| Annual return | 24.15% | 32.74%-8.6pp | 89.72%-65.6pp | 26.06%-1.9pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,824 | $3,311-44.9% | $5,630-67.6% | $4,274-57.3% |
| Admin fee / account holder | $316 | $6,724-95.3% | $16,006-98.0% | $7,775-95.9% |