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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 | $7,725 | $51,631-85.0% | $129,397-94.0% | $80,925-90.5% |
| Participation rate | 77.8% | 56.9%+20.8pp | 69.6%+8.2pp | 67.7%+10.1pp |
| Annual return | 12.45% | 20.77%-8.3pp | 9453.98%-9441.5pp | 35.65%-23.2pp |
| Employer contribution / active EE | $0 | $1,583-100.0% | $4,154-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,938 | $2,670-27.4% | $4,167-53.5% | $4,299-54.9% |
| Admin fee / account holder | $1,048 | $4,309-75.7% | $7,679-86.4% | $6,940-84.9% |