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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 | $2,444 | $58,311-95.8% | $81,882-97.0% | $80,959-97.0% |
| Participation rate | 91.2% | 63.5%+27.7pp | 72.4%+18.8pp | 67.7%+23.6pp |
| Annual return | 15.80% | 41.85%-26.0pp | 779.47%-763.7pp | 35.67%-19.9pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $915 | $3,287-72.2% | $4,323-78.8% | $4,300-78.7% |
| Admin fee / account holder | $318 | $4,752-93.3% | $7,360-95.7% | $6,925-95.4% |