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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 | $1,928 | $58,275-96.7% | $81,844-97.6% | $80,935-97.6% |
| Participation rate | 88.2% | 63.5%+24.8pp | 72.4%+15.9pp | 67.7%+20.6pp |
| Annual return | 14.26% | 41.82%-27.6pp | 778.87%-764.6pp | 35.66%-21.4pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,127 | $3,285-65.7% | $4,323-73.9% | $4,299-73.8% |
| Admin fee / account holder | $386 | $4,749-91.9% | $7,355-94.7% | $6,924-94.4% |