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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 | $11,655 | $89,367-87.0% | $141,191-91.7% | $72,975-84.0% |
| Participation rate | 72.0% | 75.1%-3.1pp | 82.5%-10.5pp | 69.5%+2.5pp |
| Annual return | 43.42% | 111.87%-68.4pp | 71.41%-28.0pp | 81.01%-37.6pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,674 | $5,419-50.7% | $6,710-60.2% | $3,608-25.9% |
| Admin fee / account holder | $562 | $5,957-90.6% | $10,264-94.5% | $5,124-89.0% |