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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 | $2,724 | $47,479-94.3% | $62,929-95.7% | $82,448-96.7% |
| Participation rate | 88.4% | 66.9%+21.5pp | 73.1%+15.3pp | 68.1%+20.3pp |
| Annual return | 20.12% | 20.34%-0.2pp | 1063.93%-1043.8pp | 41.64%-21.5pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,211 | $2,870-57.8% | $3,888-68.8% | $4,139-70.7% |
| Admin fee / account holder | $639 | $3,804-83.2% | $5,065-87.4% | $7,234-91.2% |