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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 | $2,989 | $53,063-94.4% | $124,206-97.6% | $82,637-96.4% |
| Participation rate | 85.4% | 58.4%+27.0pp | 69.6%+15.8pp | 68.1%+17.3pp |
| Annual return | 19.41% | 68.87%-49.5pp | 515.27%-495.9pp | 53.51%-34.1pp |
| Employer contribution / active EE | $0 | $1,530-100.0% | $3,540-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,304 | $2,644-50.7% | $3,968-67.1% | $4,126-68.4% |
| Admin fee / account holder | $612 | $4,281-85.7% | $5,929-89.7% | $7,339-91.7% |