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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 | $9,622 | $77,449-87.6% | $69,483-86.2% | $152,909-93.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 47.65% | 39.09%+8.6pp | 28.99%+18.7pp | 345.46%-297.8pp |
| Employer contribution / active EE | $0 | $3,316-100.0% | $2,780-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $6,987 | $4,415+58.3% | $3,537+97.6% | $5,851+19.4% |
| Admin fee / account holder | $652 | $6,210-89.5% | $3,841-83.0% | $11,601-94.4% |