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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 | $1,797 | $72,071-97.5% | $68,368-97.4% | $137,256-98.7% |
| Participation rate | 70.8% | 76.2%-5.4pp | 73.8%-2.9pp | 80.0%-9.1pp |
| Annual return | 18.19% | 353.14%-335.0pp | 292.57%-274.4pp | 220.34%-202.1pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,558 | $4,410-64.7% | $4,123-62.2% | $6,407-75.7% |
| Admin fee / account holder | $1,191 | $5,336-77.7% | $5,150-76.9% | $12,270-90.3% |