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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 | $76,407-93.0% | $150,298-96.5% | $82,448-93.6% |
| Participation rate | 96.9% | 66.4%+30.5pp | 77.8%+19.1pp | 68.1%+28.8pp |
| Annual return | 14.24% | 39.99%-25.8pp | 62.79%-48.5pp | 41.64%-27.4pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,120 | $3,214-34.0% | $5,453-61.1% | $4,139-48.8% |
| Admin fee / account holder | $939 | $6,352-85.2% | $14,116-93.3% | $7,234-87.0% |