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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 | $3,289 | $56,063-94.1% | $76,051-95.7% | $80,911-95.9% |
| Participation rate | 80.5% | 62.0%+18.4pp | 69.1%+11.4pp | 67.6%+12.8pp |
| Annual return | 13.90% | 20.54%-6.6pp | 360.42%-346.5pp | 35.63%-21.7pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,690-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,731 | $3,052-43.3% | $4,257-59.3% | $4,297-59.7% |
| Admin fee / account holder | $428 | $5,240-91.8% | $6,416-93.3% | $6,935-93.8% |