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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 | $6,685 | $102,385-93.5% | $147,080-95.5% | $80,935-91.7% |
| Participation rate | 86.8% | 75.9%+11.0pp | 82.2%+4.7pp | 67.7%+19.2pp |
| Annual return | 13.03% | 135.09%-122.1pp | 420.17%-407.1pp | 35.66%-22.6pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,850 | $6,651-57.1% | $8,066-64.7% | $4,299-33.7% |
| Admin fee / account holder | $408 | $7,951-94.9% | $12,989-96.9% | $6,924-94.1% |