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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 | $6,738 | $39,245-82.8% | $64,105-89.5% | $52,331-87.1% |
| Participation rate | 100.0% | 58.2%+41.8pp | 68.2%+31.8pp | 68.1%+31.9pp |
| Annual return | 1.85% | 14.79%-12.9pp | 791.24%-789.4pp | 4.54%-2.7pp |
| Employer contribution / active EE | $0 | $736-100.0% | $1,820-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,749 | $1,992-12.2% | $2,822-38.0% | $3,022-42.1% |
| Admin fee / account holder | $460 | $592-22.4% | $4,499-89.8% | $592-22.3% |