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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 | $1,169 | $27,936-95.8% | $58,561-98.0% | $75,173-98.4% |
| Participation rate | 89.1% | 38.8%+50.2pp | 50.9%+38.2pp | 67.2%+21.9pp |
| Annual return | 23.81% | 44.21%-20.4pp | 4251.33%-4227.5pp | 160.72%-136.9pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $877 | $1,202-27.1% | $1,923-54.4% | $4,126-78.8% |
| Admin fee / account holder | $305 | $1,727-82.3% | $2,520-87.9% | $5,651-94.6% |