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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 | $993 | $51,207-98.1% | $70,565-98.6% | $75,177-98.7% |
| Participation rate | 75.8% | 61.0%+14.8pp | 68.4%+7.4pp | 67.2%+8.6pp |
| Annual return | 25.26% | 30.05%-4.8pp | 32.79%-7.5pp | 160.75%-135.5pp |
| Employer contribution / active EE | $0 | $1,826-100.0% | $2,976-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,162 | $2,850-59.2% | $4,568-74.6% | $4,126-71.8% |
| Admin fee / account holder | $319 | $4,097-92.2% | $6,430-95.0% | $5,651-94.4% |