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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 | $2,584 | $90,614-97.1% | $76,089-96.6% | $145,877-98.2% |
| Participation rate | 92.3% | 74.5%+17.8pp | 69.1%+23.2pp | 80.3%+12.0pp |
| Annual return | 9.32% | 623.80%-614.5pp | 360.94%-351.6pp | 551.28%-542.0pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $2,690-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,381 | $5,168-73.3% | $4,259-67.6% | $6,691-79.4% |
| Admin fee / account holder | $409 | $8,376-95.1% | $6,418-93.6% | $13,402-96.9% |