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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 | $1,865 | $49,976-96.3% | $66,674-97.2% | $82,637-97.7% |
| Participation rate | 90.6% | 63.1%+27.5pp | 73.7%+17.0pp | 68.1%+22.6pp |
| Annual return | 15.11% | 39.09%-24.0pp | 321.24%-306.1pp | 53.51%-38.4pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,189 | $2,847-58.2% | $4,084-70.9% | $4,126-71.2% |
| Admin fee / account holder | $1,046 | $4,594-77.2% | $5,098-79.5% | $7,339-85.7% |