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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 | $2,365 | $125,778-98.1% | $114,563-97.9% | $154,746-98.5% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.9%+2.1pp | 80.7%-5.7pp |
| Annual return | 30.85% | 295.14%-264.3pp | 241.09%-210.2pp | 172.34%-141.5pp |
| Employer contribution / active EE | $0 | $2,806-100.0% | $2,592-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,254 | $4,445-71.8% | $4,142-69.7% | $6,730-81.4% |
| Admin fee / account holder | $352 | $8,190-95.7% | $7,623-95.4% | $14,365-97.5% |