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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 | $2,971 | $81,262-96.3% | $155,602-98.1% | $80,911-96.3% |
| Participation rate | 94.5% | 66.2%+28.3pp | 78.2%+16.3pp | 67.6%+26.9pp |
| Annual return | 12.63% | 33.34%-20.7pp | 64.81%-52.2pp | 35.63%-23.0pp |
| Employer contribution / active EE | $0 | $3,102-100.0% | $4,675-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,543 | $3,451-55.3% | $5,629-72.6% | $4,297-64.1% |
| Admin fee / account holder | $1,389 | $7,992-82.6% | $15,923-91.3% | $6,935-80.0% |