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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 | $4,076 | $58,311-93.0% | $81,882-95.0% | $80,959-95.0% |
| Participation rate | 79.3% | 63.5%+15.8pp | 72.4%+6.9pp | 67.7%+11.6pp |
| Annual return | 13.51% | 41.85%-28.3pp | 779.47%-766.0pp | 35.67%-22.2pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,820 | $3,287-44.6% | $4,323-57.9% | $4,300-57.7% |
| Admin fee / account holder | $425 | $4,752-91.1% | $7,360-94.2% | $6,925-93.9% |