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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 | $2,983 | $97,125-96.9% | $86,233-96.5% | $137,256-97.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 13.79% | 74.19%-60.4pp | 61.39%-47.6pp | 220.34%-206.6pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $990 | $5,180-80.9% | $4,559-78.3% | $6,407-84.5% |
| Admin fee / account holder | $415 | $9,725-95.7% | $8,342-95.0% | $12,270-96.6% |