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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 | $1,090 | $29,716-96.3% | $56,077-98.1% | $80,925-98.7% |
| Participation rate | 71.0% | 41.7%+29.3pp | 52.5%+18.5pp | 67.7%+3.3pp |
| Annual return | 12.97% | 35.30%-22.3pp | 1709.28%-1696.3pp | 35.65%-22.7pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,040-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $770 | $1,228-37.3% | $1,954-60.6% | $4,299-82.1% |
| Admin fee / account holder | $711 | $2,432-70.8% | $2,825-74.8% | $6,940-89.8% |