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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 | $868 | $76,519-98.9% | $56,025-98.5% | $145,897-99.4% |
| Participation rate | 85.0% | 63.2%+21.8pp | 52.5%+32.5pp | 80.3%+4.7pp |
| Annual return | 6.89% | 3017.03%-3010.1pp | 1712.69%-1705.8pp | 552.29%-545.4pp |
| Employer contribution / active EE | $0 | $1,383-100.0% | $1,042-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $628 | $2,624-76.1% | $1,955-67.9% | $6,689-90.6% |
| Admin fee / account holder | $365 | $3,331-89.0% | $2,828-87.1% | $13,390-97.3% |