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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 | $5,326 | $55,889-90.5% | $76,119-93.0% | $80,935-93.4% |
| Participation rate | 80.0% | 62.1%+17.9pp | 69.1%+10.9pp | 67.7%+12.3pp |
| Annual return | 14.26% | 20.58%-6.3pp | 361.25%-347.0pp | 35.66%-21.4pp |
| Employer contribution / active EE | $0 | $1,866-100.0% | $2,693-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,417 | $3,051-20.8% | $4,259-43.3% | $4,299-43.8% |
| Admin fee / account holder | $745 | $5,241-85.8% | $6,421-88.4% | $6,924-89.2% |