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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 | $1,538 | $29,736-94.8% | $56,033-97.3% | $80,935-98.1% |
| Participation rate | 83.5% | 41.7%+41.8pp | 52.5%+31.0pp | 67.7%+15.9pp |
| Annual return | 13.91% | 35.28%-21.4pp | 1711.38%-1697.5pp | 35.66%-21.7pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,041-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $791 | $1,228-35.6% | $1,954-59.5% | $4,299-81.6% |
| Admin fee / account holder | $349 | $2,434-85.7% | $2,827-87.7% | $6,924-95.0% |