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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 | $2,573 | $59,440-95.7% | $78,004-96.7% | $82,637-96.9% |
| Participation rate | 87.9% | 62.8%+25.1pp | 69.4%+18.4pp | 68.1%+19.8pp |
| Annual return | 16.47% | 40.24%-23.8pp | 31.07%-14.6pp | 53.51%-37.0pp |
| Employer contribution / active EE | $0 | $1,750-100.0% | $2,469-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,806 | $3,138-10.6% | $4,092-31.4% | $4,126-32.0% |
| Admin fee / account holder | $1,972 | $5,504-64.2% | $7,578-74.0% | $7,339-73.1% |