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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 | $6,975 | $81,331-91.4% | $155,534-95.5% | $80,935-91.4% |
| Participation rate | 92.1% | 66.3%+25.8pp | 78.2%+13.8pp | 67.7%+24.4pp |
| Annual return | 13.83% | 33.37%-19.5pp | 64.92%-51.1pp | 35.66%-21.8pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,657 | $3,454-52.0% | $5,630-70.6% | $4,299-61.5% |
| Admin fee / account holder | $826 | $7,999-89.7% | $15,900-94.8% | $6,924-88.1% |