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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 | $2,242 | $48,011-95.3% | $63,803-96.5% | $82,637-97.3% |
| Participation rate | 82.9% | 66.6%+16.3pp | 72.7%+10.2pp | 68.1%+14.8pp |
| Annual return | 15.65% | 19.84%-4.2pp | 543.72%-528.1pp | 53.51%-37.9pp |
| Employer contribution / active EE | $0 | $1,904-100.0% | $2,532-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,297 | $2,846-54.4% | $3,843-66.3% | $4,126-68.6% |
| Admin fee / account holder | $530 | $3,873-86.3% | $5,196-89.8% | $7,339-92.8% |