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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 | $3,513 | $99,009-96.5% | $86,581-95.9% | $147,585-97.6% |
| Participation rate | 75.0% | 76.3%-1.3pp | 73.5%+1.5pp | 82.8%-7.8pp |
| Annual return | 16.86% | 1312.70%-1295.8pp | 965.06%-948.2pp | 578.58%-561.7pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,840-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $856 | $3,972-78.4% | $3,609-76.3% | $5,439-84.3% |
| Admin fee / account holder | $406 | $5,709-92.9% | $4,904-91.7% | $10,886-96.3% |