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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 | $2,205 | $81,476-97.3% | $102,383-97.8% | $80,925-97.3% |
| Participation rate | 88.5% | 66.8%+21.6pp | 74.5%+14.0pp | 67.7%+20.8pp |
| Annual return | 19.31% | 25.59%-6.3pp | 24.94%-5.6pp | 35.65%-16.3pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,870-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,864 | $3,871-51.8% | $5,060-63.2% | $4,299-56.6% |
| Admin fee / account holder | $498 | $6,717-92.6% | $8,391-94.1% | $6,940-92.8% |