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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 | $1,340 | $122,962-98.9% | $71,585-98.1% | $138,895-99.0% |
| Participation rate | 93.3% | 68.9%+24.5pp | 68.2%+25.2pp | 79.9%+13.4pp |
| Annual return | 19.88% | 37.84%-18.0pp | 59.26%-39.4pp | 145.39%-125.5pp |
| Employer contribution / active EE | $0 | $2,620-100.0% | $1,669-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $911 | $4,311-78.9% | $2,923-68.8% | $6,396-85.8% |
| Admin fee / account holder | $405 | $6,488-93.8% | $4,712-91.4% | $12,562-96.8% |