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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 | $3,284 | $61,125-94.6% | $94,057-96.5% | $87,485-96.2% |
| Participation rate | 75.0% | 64.1%+10.9pp | 73.3%+1.7pp | 68.9%+6.1pp |
| Annual return | 20.71% | 35.20%-14.5pp | 480.62%-459.9pp | 26.06%-5.4pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,521 | $3,260-53.3% | $4,709-67.7% | $4,274-64.4% |
| Admin fee / account holder | $826 | $5,629-85.3% | $7,244-88.6% | $7,775-89.4% |