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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 | $2,017 | $99,053-98.0% | $88,179-97.7% | $138,895-98.5% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.1%+10.9pp | 79.9%+0.1pp |
| Annual return | 18.75% | 78.17%-59.4pp | 64.97%-46.2pp | 145.39%-126.6pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,549-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,868 | $5,225-45.1% | $4,614-37.8% | $6,396-55.2% |
| Admin fee / account holder | $567 | $8,748-93.5% | $7,673-92.6% | $12,562-95.5% |