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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 | $15,827 | $115,814-86.3% | $101,275-84.4% | $158,982-90.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 12.21% | 56.16%-43.9pp | 46.48%-34.3pp | 302.99%-290.8pp |
| Employer contribution / active EE | $0 | $4,176-100.0% | $3,660-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,164 | $4,958-36.2% | $4,371-27.6% | $5,983-47.1% |
| Admin fee / account holder | $903 | $7,249-87.5% | $5,948-84.8% | $11,252-92.0% |