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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 | $2,617 | $80,763-96.8% | $102,412-97.4% | $74,459-96.5% |
| Participation rate | 85.8% | 65.7%+20.2pp | 74.5%+11.3pp | 67.2%+18.6pp |
| Annual return | 18.75% | 27.57%-8.8pp | 24.94%-6.2pp | 1369.70%-1350.9pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $3,870-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,787 | $3,862-53.7% | $5,060-64.7% | $4,350-58.9% |
| Admin fee / account holder | $402 | $2,371-83.0% | $8,388-95.2% | $1,945-79.3% |