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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 | $1,143 | $22,602-94.9% | $65,328-98.2% | $75,181-98.5% |
| Participation rate | 88.0% | 63.1%+24.9pp | 64.9%+23.1pp | 67.2%+20.8pp |
| Annual return | 18.80% | 71.13%-52.3pp | 47.39%-28.6pp | 160.69%-141.9pp |
| Employer contribution / active EE | $0 | $941-100.0% | $1,692-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $758 | $1,695-55.3% | $2,832-73.2% | $4,126-81.6% |
| Admin fee / account holder | $302 | $1,877-83.9% | $4,116-92.7% | $5,650-94.7% |