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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 | $1,553 | $48,284-96.8% | $67,524-97.7% | $80,911-98.1% |
| Participation rate | 90.0% | 66.4%+23.6pp | 72.9%+17.1pp | 67.6%+22.4pp |
| Annual return | 14.26% | 18.27%-4.0pp | 3519.41%-3505.1pp | 35.63%-21.4pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $2,734-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,021 | $2,927-65.1% | $4,001-74.5% | $4,297-76.2% |
| Admin fee / account holder | $424 | $3,688-88.5% | $4,001-89.4% | $6,935-93.9% |