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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 | $7,816 | $48,337-83.8% | $67,560-88.4% | $80,959-90.3% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 13.95% | 18.26%-4.3pp | 3533.50%-3519.6pp | 35.67%-21.7pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,737-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,812 | $2,928-4.0% | $4,004-29.8% | $4,300-34.6% |
| Admin fee / account holder | $349 | $3,695-90.6% | $3,994-91.3% | $6,925-95.0% |