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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 | $4,129 | $45,343-90.9% | $150,298-97.3% | $67,986-93.9% |
| Participation rate | 87.3% | 51.9%+35.4pp | 77.8%+9.5pp | 57.2%+30.0pp |
| Annual return | 0.00% | 33.28%-33.3pp | 62.79%-62.8pp | 31.67%-31.7pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $4,154-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,474 | $2,055-28.2% | $5,453-73.0% | $3,358-56.1% |
| Admin fee / account holder | $717 | $2,250-68.1% | $14,116-94.9% | $3,203-77.6% |