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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 | $2,806 | $68,097-95.9% | $62,929-95.5% | $137,256-98.0% |
| Participation rate | 77.8% | 77.4%+0.3pp | 73.1%+4.7pp | 80.0%-2.2pp |
| Annual return | 11.84% | 1859.11%-1847.3pp | 1063.93%-1052.1pp | 220.34%-208.5pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,382 | $4,553-69.6% | $3,888-64.4% | $6,407-78.4% |
| Admin fee / account holder | $1,054 | $6,521-83.8% | $5,065-79.2% | $12,270-91.4% |