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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 | $47,479-95.3% | $62,929-96.4% | $82,448-97.3% |
| Participation rate | 82.9% | 66.9%+16.0pp | 73.1%+9.7pp | 68.1%+14.8pp |
| Annual return | 15.65% | 20.34%-4.7pp | 1063.93%-1048.3pp | 41.64%-26.0pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,297 | $2,870-54.8% | $3,888-66.6% | $4,139-68.7% |
| Admin fee / account holder | $530 | $3,804-86.1% | $5,065-89.5% | $7,234-92.7% |