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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 | $57,057-95.2% | $85,009-96.8% | $80,874-96.6% |
| Participation rate | 73.1% | 56.4%+16.7pp | 67.5%+5.6pp | 67.6%+5.4pp |
| Annual return | 11.22% | 21.66%-10.4pp | 66.47%-55.3pp | 35.62%-24.4pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,728-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,388 | $3,112-55.4% | $4,522-69.3% | $4,297-67.7% |
| Admin fee / account holder | $872 | $4,986-82.5% | $6,153-85.8% | $6,935-87.4% |