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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 | $1,898 | $75,541-97.5% | $152,093-98.8% | $82,637-97.7% |
| Participation rate | 89.2% | 66.5%+22.7pp | 77.8%+11.5pp | 68.1%+21.2pp |
| Annual return | 26.01% | 32.56%-6.5pp | 66.36%-40.3pp | 53.51%-27.5pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,530 | $3,206-52.3% | $5,451-71.9% | $4,126-62.9% |
| Admin fee / account holder | $1,013 | $6,405-84.2% | $14,497-93.0% | $7,339-86.2% |