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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 | $860 | $67,823-98.7% | $52,425-98.4% | $137,256-99.4% |
| Participation rate | 70.0% | 63.9%+6.1pp | 55.6%+14.4pp | 80.0%-10.0pp |
| Annual return | 10.30% | 219.11%-208.8pp | 302.12%-291.8pp | 220.34%-210.0pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $652 | $2,288-71.5% | $1,790-63.6% | $6,407-89.8% |
| Admin fee / account holder | $533 | $2,844-81.2% | $2,495-78.6% | $12,270-95.7% |