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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 | $5,997 | $58,275-89.7% | $81,844-92.7% | $80,935-92.6% |
| Participation rate | 82.1% | 63.5%+18.7pp | 72.4%+9.8pp | 67.7%+14.5pp |
| Annual return | 14.72% | 41.82%-27.1pp | 778.87%-764.2pp | 35.66%-20.9pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,794 | $3,285-14.9% | $4,323-35.4% | $4,299-35.0% |
| Admin fee / account holder | $695 | $4,749-85.4% | $7,355-90.6% | $6,924-90.0% |