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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 | $1,017 | $51,638-98.0% | $68,368-98.5% | $82,448-98.8% |
| Participation rate | 86.5% | 63.6%+22.9pp | 73.8%+12.7pp | 68.1%+18.4pp |
| Annual return | 25.43% | 37.53%-12.1pp | 292.57%-267.1pp | 41.64%-16.2pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,099 | $2,914-62.3% | $4,123-73.4% | $4,139-73.5% |
| Admin fee / account holder | $620 | $4,643-86.6% | $5,150-88.0% | $7,234-91.4% |