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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 | $1,716 | $54,679-96.9% | $76,119-97.7% | $74,459-97.7% |
| Participation rate | 84.9% | 60.3%+24.5pp | 69.1%+15.8pp | 67.2%+17.7pp |
| Annual return | 15.88% | 31.90%-16.0pp | 361.25%-345.4pp | 1369.70%-1353.8pp |
| Employer contribution / active EE | $0 | $1,781-100.0% | $2,693-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,358 | $3,072-55.8% | $4,259-68.1% | $4,350-68.8% |
| Admin fee / account holder | $523 | $2,238-76.6% | $6,421-91.9% | $1,945-73.1% |