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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 | $1,028 | $27,924-96.3% | $58,544-98.2% | $75,181-98.6% |
| Participation rate | 82.1% | 38.8%+43.2pp | 50.9%+31.2pp | 67.2%+14.9pp |
| Annual return | 16.94% | 44.20%-27.3pp | 4249.56%-4232.6pp | 160.69%-143.7pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $708 | $1,202-41.1% | $1,923-63.2% | $4,126-82.8% |
| Admin fee / account holder | $427 | $1,726-75.3% | $2,520-83.1% | $5,650-92.4% |