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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 | $2,757 | $84,953-96.8% | $163,379-98.3% | $82,637-96.7% |
| Participation rate | 93.5% | 65.9%+27.6pp | 76.8%+16.7pp | 68.1%+25.5pp |
| Annual return | 0.00% | 23.07%-23.1pp | 63.41%-63.4pp | 53.51%-53.5pp |
| Employer contribution / active EE | $0 | $2,183-100.0% | $3,752-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,615 | $4,326-62.7% | $6,282-74.3% | $4,126-60.9% |
| Admin fee / account holder | $359 | $7,921-95.5% | $9,818-96.3% | $7,339-95.1% |