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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 | $5,911 | $61,125-90.3% | $94,057-93.7% | $87,485-93.2% |
| Participation rate | 89.5% | 64.1%+25.4pp | 73.3%+16.1pp | 68.9%+20.5pp |
| Annual return | 21.51% | 35.20%-13.7pp | 480.62%-459.1pp | 26.06%-4.6pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,092 | $3,260-35.8% | $4,709-55.6% | $4,274-51.1% |
| Admin fee / account holder | $475 | $5,629-91.6% | $7,244-93.4% | $7,775-93.9% |