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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 | $11,461 | $85,169-86.5% | $172,755-93.4% | $72,983-84.3% |
| Participation rate | 71.3% | 70.1%+1.2pp | 82.6%-11.4pp | 69.5%+1.8pp |
| Annual return | 16.54% | 27.32%-10.8pp | 802.94%-786.4pp | 81.01%-64.5pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,926 | $3,260-10.2% | $5,198-43.7% | $3,608-18.9% |
| Admin fee / account holder | $1,957 | $5,880-66.7% | $13,955-86.0% | $5,124-61.8% |