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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 | $48,314-88.2% | $67,561-91.6% | $80,925-93.0% |
| Participation rate | 93.9% | 66.4%+27.5pp | 72.9%+21.0pp | 67.7%+26.3pp |
| Annual return | 141.24% | 18.28%+123.0pp | 3525.44%-3384.2pp | 35.65%+105.6pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,735-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,523 | $2,927-47.9% | $4,003-61.9% | $4,299-64.6% |
| Admin fee / account holder | $626 | $3,690-83.0% | $4,006-84.4% | $6,940-91.0% |