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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 | $5,315 | $78,690-93.2% | $161,489-96.7% | $87,485-93.9% |
| Participation rate | 96.9% | 67.5%+29.4pp | 78.7%+18.2pp | 68.9%+27.9pp |
| Annual return | 14.24% | 32.74%-18.5pp | 89.72%-75.5pp | 26.06%-11.8pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,120 | $3,311-36.0% | $5,630-62.3% | $4,274-50.4% |
| Admin fee / account holder | $939 | $6,724-86.0% | $16,006-94.1% | $7,775-87.9% |