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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 | $1,396 | $49,976-97.2% | $66,674-97.9% | $82,637-98.3% |
| Participation rate | 72.7% | 63.1%+9.6pp | 73.7%-0.9pp | 68.1%+4.7pp |
| Annual return | 29.58% | 39.09%-9.5pp | 321.24%-291.7pp | 53.51%-23.9pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $914 | $2,847-67.9% | $4,084-77.6% | $4,126-77.8% |
| Admin fee / account holder | $538 | $4,594-88.3% | $5,098-89.4% | $7,339-92.7% |