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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 | $4,236 | $78,690-94.6% | $161,489-97.4% | $87,485-95.2% |
| Participation rate | 93.4% | 67.5%+26.0pp | 78.7%+14.7pp | 68.9%+24.5pp |
| Annual return | 15.93% | 32.74%-16.8pp | 89.72%-73.8pp | 26.06%-10.1pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,887 | $3,311-43.0% | $5,630-66.5% | $4,274-55.8% |
| Admin fee / account holder | $798 | $6,724-88.1% | $16,006-95.0% | $7,775-89.7% |