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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 | $1,490 | $51,202-97.1% | $70,548-97.9% | $75,181-98.0% |
| Participation rate | 81.3% | 61.0%+20.3pp | 68.3%+12.9pp | 67.2%+14.1pp |
| Annual return | 21.62% | 30.05%-8.4pp | 32.78%-11.2pp | 160.69%-139.1pp |
| Employer contribution / active EE | $0 | $1,827-100.0% | $2,975-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,663 | $2,850-41.7% | $4,567-63.6% | $4,126-59.7% |
| Admin fee / account holder | $921 | $4,094-77.5% | $6,424-85.7% | $5,650-83.7% |