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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 | $1,531 | $75,541-98.0% | $152,093-99.0% | $82,637-98.1% |
| Participation rate | 87.5% | 66.5%+21.0pp | 77.8%+9.7pp | 68.1%+19.4pp |
| Annual return | 22.63% | 32.56%-9.9pp | 66.36%-43.7pp | 53.51%-30.9pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,224 | $3,206-61.8% | $5,451-77.5% | $4,126-70.3% |
| Admin fee / account holder | $313 | $6,405-95.1% | $14,497-97.8% | $7,339-95.7% |