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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 | $1,695 | $136,179-98.8% | $98,755-98.3% | $167,518-99.0% |
| Participation rate | 100.0% | 70.2%+29.8pp | 65.7%+34.3pp | 82.1%+17.9pp |
| Annual return | 11.73% | 67.53%-55.8pp | 49.91%-38.2pp | 478.71%-467.0pp |
| Employer contribution / active EE | $0 | $2,631-100.0% | $2,067-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $1,381 | $3,716-62.8% | $3,035-54.5% | $6,342-78.2% |
| Admin fee / account holder | $618 | $5,031-87.7% | $4,076-84.9% | $12,312-95.0% |