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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 | $1,842 | $51,638-96.4% | $68,368-97.3% | $82,448-97.8% |
| Participation rate | 80.0% | 63.6%+16.4pp | 73.8%+6.2pp | 68.1%+11.9pp |
| Annual return | 19.57% | 37.53%-18.0pp | 292.57%-273.0pp | 41.64%-22.1pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $683 | $2,914-76.6% | $4,123-83.4% | $4,139-83.5% |
| Admin fee / account holder | $336 | $4,643-92.8% | $5,150-93.5% | $7,234-95.4% |