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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 | $439 | $27,632-98.4% | $61,452-99.3% | $68,486-99.4% |
| Participation rate | 76.0% | 39.5%+36.5pp | 52.6%+23.4pp | 67.9%+8.1pp |
| Annual return | 4913.85% | -13.24%+4927.1pp | 338.96%+4574.9pp | -7.85%+4921.7pp |
| Employer contribution / active EE | $0 | $696-100.0% | $1,160-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $662 | $1,264-47.6% | $2,125-68.8% | $4,028-83.6% |
| Admin fee / account holder | $879 | $2,010-56.3% | $2,131-58.8% | $5,404-83.7% |