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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 | $3,790 | $57,590-93.4% | $86,233-95.6% | $82,448-95.4% |
| Participation rate | 96.0% | 57.9%+38.1pp | 69.0%+27.0pp | 68.1%+27.9pp |
| Annual return | 22.70% | 22.41%+0.3pp | 61.39%-38.7pp | 41.64%-18.9pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,216 | $3,080-28.0% | $4,559-51.4% | $4,139-46.5% |
| Admin fee / account holder | $621 | $4,730-86.9% | $8,342-92.6% | $7,234-91.4% |