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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 | $2,680 | $58,275-95.4% | $81,844-96.7% | $80,935-96.7% |
| Participation rate | 82.8% | 63.5%+19.3pp | 72.4%+10.4pp | 67.7%+15.1pp |
| Annual return | 12.98% | 41.82%-28.8pp | 778.87%-765.9pp | 35.66%-22.7pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,752 | $3,285-46.7% | $4,323-59.5% | $4,299-59.3% |
| Admin fee / account holder | $472 | $4,749-90.1% | $7,355-93.6% | $6,924-93.2% |