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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 | $2,002 | $51,638-96.1% | $68,368-97.1% | $82,448-97.6% |
| Participation rate | 76.0% | 63.6%+12.4pp | 73.8%+2.2pp | 68.1%+7.9pp |
| Annual return | 26.08% | 37.53%-11.5pp | 292.57%-266.5pp | 41.64%-15.6pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,046 | $2,914-64.1% | $4,123-74.6% | $4,139-74.7% |
| Admin fee / account holder | $468 | $4,643-89.9% | $5,150-90.9% | $7,234-93.5% |