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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 | $4,067 | $73,848-94.5% | $143,799-97.2% | $68,486-94.1% |
| Participation rate | 75.0% | 66.7%+8.3pp | 80.3%-5.3pp | 67.9%+7.1pp |
| Annual return | 15.94% | 0.91%+15.0pp | -0.04%+16.0pp | -7.85%+23.8pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,158 | $3,385+22.8% | $5,638-26.3% | $4,028+3.2% |
| Admin fee / account holder | $2,108 | $5,755-63.4% | $14,677-85.6% | $5,404-61.0% |