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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 | $49,976-96.3% | $66,674-97.2% | $82,637-97.8% |
| Participation rate | 80.0% | 63.1%+16.9pp | 73.7%+6.3pp | 68.1%+11.9pp |
| Annual return | 19.57% | 39.09%-19.5pp | 321.24%-301.7pp | 53.51%-33.9pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $683 | $2,847-76.0% | $4,084-83.3% | $4,126-83.5% |
| Admin fee / account holder | $336 | $4,594-92.7% | $5,098-93.4% | $7,339-95.4% |