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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 | $1,791 | $72,071-97.5% | $68,368-97.4% | $137,256-98.7% |
| Participation rate | 71.4% | 76.2%-4.8pp | 73.8%-2.3pp | 80.0%-8.5pp |
| Annual return | 32.51% | 353.14%-320.6pp | 292.57%-260.1pp | 220.34%-187.8pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,205 | $4,410-72.7% | $4,123-70.8% | $6,407-81.2% |
| Admin fee / account holder | $501 | $5,336-90.6% | $5,150-90.3% | $12,270-95.9% |