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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 | $2,021 | $51,638-96.1% | $68,368-97.0% | $82,448-97.5% |
| Participation rate | 82.8% | 63.6%+19.1pp | 73.8%+9.0pp | 68.1%+14.7pp |
| Annual return | 16.64% | 37.53%-20.9pp | 292.57%-275.9pp | 41.64%-25.0pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $569 | $2,914-80.5% | $4,123-86.2% | $4,139-86.2% |
| Admin fee / account holder | $501 | $4,643-89.2% | $5,150-90.3% | $7,234-93.1% |