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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 | $2,170 | $101,618-97.9% | $93,063-97.7% | $137,256-98.4% |
| Participation rate | 88.9% | 74.9%+14.0pp | 72.1%+16.8pp | 80.0%+8.9pp |
| Annual return | 17.70% | 223.95%-206.2pp | 34.15%-16.5pp | 220.34%-202.6pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,433 | $4,279-66.5% | $3,958-63.8% | $6,407-77.6% |
| Admin fee / account holder | $630 | $6,198-89.8% | $6,033-89.6% | $12,270-94.9% |