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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 | $3,433 | $91,198-96.2% | $178,503-98.1% | $79,856-95.7% |
| Participation rate | 87.8% | 69.2%+18.6pp | 81.9%+5.9pp | 69.6%+18.2pp |
| Annual return | 62.02% | 24.20%+37.8pp | 151.12%-89.1pp | 31.71%+30.3pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,039 | $3,237-37.0% | $5,202-60.8% | $3,741-45.5% |
| Admin fee / account holder | $304 | $6,748-95.5% | $13,987-97.8% | $5,306-94.3% |