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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 | $1,456 | $162,529-99.1% | $130,788-98.9% | $154,746-99.1% |
| Participation rate | 86.7% | 75.9%+10.8pp | 70.1%+16.6pp | 80.7%+6.0pp |
| Annual return | 15.93% | 510.48%-494.5pp | 386.44%-370.5pp | 172.34%-156.4pp |
| Employer contribution / active EE | $0 | $4,447-100.0% | $3,558-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $560 | $4,808-88.4% | $4,137-86.5% | $6,730-91.7% |
| Admin fee / account holder | $510 | $7,669-93.4% | $6,673-92.4% | $14,365-96.5% |