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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 | $1,250 | $29,716-95.8% | $56,077-97.8% | $80,925-98.5% |
| Participation rate | 80.5% | 41.7%+38.8pp | 52.5%+28.0pp | 67.7%+12.9pp |
| Annual return | 13.39% | 35.30%-21.9pp | 1709.28%-1695.9pp | 35.65%-22.3pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,040-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $783 | $1,228-36.3% | $1,954-59.9% | $4,299-81.8% |
| Admin fee / account holder | $304 | $2,432-87.5% | $2,825-89.2% | $6,940-95.6% |