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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 | $4,199 | $48,337-91.3% | $67,560-93.8% | $80,959-94.8% |
| Participation rate | 92.9% | 66.4%+26.4pp | 72.9%+19.9pp | 67.7%+25.2pp |
| Annual return | 11.81% | 18.26%-6.5pp | 3533.50%-3521.7pp | 35.67%-23.9pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,737-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,345 | $2,928-54.1% | $4,004-66.4% | $4,300-68.7% |
| Admin fee / account holder | $414 | $3,695-88.8% | $3,994-89.6% | $6,925-94.0% |