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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 | $1,701 | $94,439-98.2% | $73,658-97.7% | $154,746-98.9% |
| Participation rate | 91.7% | 64.7%+27.0pp | 57.0%+34.6pp | 80.7%+11.0pp |
| Annual return | 17.51% | 28.25%-10.7pp | 29.72%-12.2pp | 172.34%-154.8pp |
| Employer contribution / active EE | $0 | $1,257-100.0% | $1,032-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $907 | $2,527-64.1% | $2,062-56.0% | $6,730-86.5% |
| Admin fee / account holder | $451 | $3,843-88.3% | $3,357-86.6% | $14,365-96.9% |