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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 | $3,390 | $49,896-93.2% | $80,627-95.8% | $75,173-95.5% |
| Participation rate | 83.6% | 55.3%+28.3pp | 67.0%+16.6pp | 67.2%+16.4pp |
| Annual return | 17.61% | 34.67%-17.1pp | 936.76%-919.1pp | 160.72%-143.1pp |
| Employer contribution / active EE | $0 | $1,699-100.0% | $2,723-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,638 | $2,992-45.2% | $4,443-63.1% | $4,126-60.3% |
| Admin fee / account holder | $752 | $3,578-79.0% | $5,381-86.0% | $5,651-86.7% |