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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 | $2,000 | $57,330-96.5% | $86,656-97.7% | $75,177-97.3% |
| Participation rate | 78.0% | 63.2%+14.8pp | 71.7%+6.3pp | 67.2%+10.8pp |
| Annual return | 18.59% | 2675.40%-2656.8pp | 593.09%-574.5pp | 160.75%-142.2pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,025-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,164 | $3,320-64.9% | $4,439-73.8% | $4,126-71.8% |
| Admin fee / account holder | $318 | $4,115-92.3% | $5,619-94.3% | $5,651-94.4% |