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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 | $4,390 | $51,638-91.5% | $129,406-96.6% | $80,959-94.6% |
| Participation rate | 80.0% | 56.9%+23.1pp | 69.6%+10.4pp | 67.7%+12.3pp |
| Annual return | 14.10% | 20.78%-6.7pp | 9468.18%-9454.1pp | 35.67%-21.6pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,155-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,815 | $2,670-32.0% | $4,167-56.4% | $4,300-57.8% |
| Admin fee / account holder | $495 | $4,313-88.5% | $7,689-93.6% | $6,925-92.9% |