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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 | $2,726 | $76,407-96.4% | $150,298-98.2% | $82,448-96.7% |
| Participation rate | 94.0% | 66.4%+27.6pp | 77.8%+16.2pp | 68.1%+25.9pp |
| Annual return | 62.87% | 39.99%+22.9pp | 62.79%+0.1pp | 41.64%+21.2pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,870 | $3,214-41.8% | $5,453-65.7% | $4,139-54.8% |
| Admin fee / account holder | $1,396 | $6,352-78.0% | $14,116-90.1% | $7,234-80.7% |