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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 | $2,632 | $123,854-97.9% | $69,623-96.2% | $145,884-98.2% |
| Participation rate | 83.3% | 69.2%+14.1pp | 66.4%+16.9pp | 80.3%+3.0pp |
| Annual return | 15.86% | 192.35%-176.5pp | 101.23%-85.4pp | 551.85%-536.0pp |
| Employer contribution / active EE | $0 | $2,673-100.0% | $1,709-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,401 | $4,242-67.0% | $2,890-51.5% | $6,690-79.1% |
| Admin fee / account holder | $1,104 | $7,822-85.9% | $4,696-76.5% | $13,392-91.8% |