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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 | $3,136 | $47,479-93.4% | $62,929-95.0% | $82,448-96.2% |
| Participation rate | 71.9% | 66.9%+5.0pp | 73.1%-1.2pp | 68.1%+3.8pp |
| Annual return | 24.98% | 20.34%+4.6pp | 1063.93%-1038.9pp | 41.64%-16.7pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $921 | $2,870-67.9% | $3,888-76.3% | $4,139-77.7% |
| Admin fee / account holder | $364 | $3,804-90.4% | $5,065-92.8% | $7,234-95.0% |