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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 | $5,700 | $48,337-88.2% | $67,560-91.6% | $80,959-93.0% |
| Participation rate | 93.9% | 66.4%+27.5pp | 72.9%+21.0pp | 67.7%+26.3pp |
| Annual return | 141.24% | 18.26%+123.0pp | 3533.50%-3392.3pp | 35.67%+105.6pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,737-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,523 | $2,928-48.0% | $4,004-62.0% | $4,300-64.6% |
| Admin fee / account holder | $626 | $3,695-83.1% | $3,994-84.3% | $6,925-91.0% |