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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 | $5,490 | $47,479-88.4% | $62,929-91.3% | $82,448-93.3% |
| Participation rate | 88.9% | 66.9%+22.0pp | 73.1%+15.8pp | 68.1%+20.8pp |
| Annual return | 16.28% | 20.34%-4.1pp | 1063.93%-1047.6pp | 41.64%-25.4pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,055 | $2,870-63.3% | $3,888-72.9% | $4,139-74.5% |
| Admin fee / account holder | $1,087 | $3,804-71.4% | $5,065-78.5% | $7,234-85.0% |