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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 | $2,745 | $57,140-95.2% | $85,240-96.8% | $80,959-96.6% |
| Participation rate | 73.1% | 56.4%+16.7pp | 67.5%+5.5pp | 67.7%+5.4pp |
| Annual return | 11.22% | 21.71%-10.5pp | 66.75%-55.5pp | 35.67%-24.5pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,735-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,388 | $3,115-55.5% | $4,527-69.3% | $4,300-67.7% |
| Admin fee / account holder | $872 | $4,992-82.5% | $6,165-85.9% | $6,925-87.4% |