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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 | $3,137 | $75,541-95.8% | $152,093-97.9% | $82,637-96.2% |
| Participation rate | 90.6% | 66.5%+24.1pp | 77.8%+12.9pp | 68.1%+22.6pp |
| Annual return | 24.17% | 32.56%-8.4pp | 66.36%-42.2pp | 53.51%-29.3pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,271 | $3,206-60.3% | $5,451-76.7% | $4,126-69.2% |
| Admin fee / account holder | $453 | $6,405-92.9% | $14,497-96.9% | $7,339-93.8% |