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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 | $2,879 | $55,889-94.8% | $76,119-96.2% | $80,935-96.4% |
| Participation rate | 86.1% | 62.1%+24.0pp | 69.1%+17.0pp | 67.7%+18.4pp |
| Annual return | 14.52% | 20.58%-6.1pp | 361.25%-346.7pp | 35.66%-21.1pp |
| Employer contribution / active EE | $0 | $1,866-100.0% | $2,693-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,324 | $3,051-56.6% | $4,259-68.9% | $4,299-69.2% |
| Admin fee / account holder | $576 | $5,241-89.0% | $6,421-91.0% | $6,924-91.7% |