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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 | $1,414 | $49,891-97.2% | $80,607-98.2% | $75,181-98.1% |
| Participation rate | 76.9% | 55.3%+21.6pp | 67.0%+9.9pp | 67.2%+9.7pp |
| Annual return | 27.29% | 34.67%-7.4pp | 936.11%-908.8pp | 160.69%-133.4pp |
| Employer contribution / active EE | $0 | $1,698-100.0% | $2,724-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $892 | $2,991-70.2% | $4,448-80.0% | $4,126-78.4% |
| Admin fee / account holder | $312 | $3,578-91.3% | $5,379-94.2% | $5,650-94.5% |