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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 | $1,692 | $53,063-96.8% | $124,206-98.6% | $82,637-98.0% |
| Participation rate | 73.5% | 58.4%+15.1pp | 69.6%+3.9pp | 68.1%+5.4pp |
| Annual return | 48.90% | 68.87%-20.0pp | 515.27%-466.4pp | 53.51%-4.6pp |
| Employer contribution / active EE | $0 | $1,530-100.0% | $3,540-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,002 | $2,644-62.1% | $3,968-74.7% | $4,126-75.7% |
| Admin fee / account holder | $750 | $4,281-82.5% | $5,929-87.4% | $7,339-89.8% |