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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 | $3,957 | $78,690-95.0% | $161,489-97.5% | $87,485-95.5% |
| Participation rate | 87.1% | 67.5%+19.7pp | 78.7%+8.4pp | 68.9%+18.2pp |
| Annual return | 19.44% | 32.74%-13.3pp | 89.72%-70.3pp | 26.06%-6.6pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,703 | $3,311-48.6% | $5,630-69.7% | $4,274-60.1% |
| Admin fee / account holder | $1,157 | $6,724-82.8% | $16,006-92.8% | $7,775-85.1% |