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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 | $76,407-95.9% | $150,298-97.9% | $82,448-96.2% |
| Participation rate | 90.6% | 66.4%+24.2pp | 77.8%+12.9pp | 68.1%+22.6pp |
| Annual return | 24.17% | 39.99%-15.8pp | 62.79%-38.6pp | 41.64%-17.5pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,271 | $3,214-60.4% | $5,453-76.7% | $4,139-69.3% |
| Admin fee / account holder | $453 | $6,352-92.9% | $14,116-96.8% | $7,234-93.7% |