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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 | $3,141 | $124,351-97.5% | $109,188-97.1% | $167,553-98.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 15.87% | 26.04%-10.2pp | 25.76%-9.9pp | 478.89%-463.0pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,723-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $3,254 | $5,257-38.1% | $4,654-30.1% | $6,343-48.7% |
| Admin fee / account holder | $368 | $7,975-95.4% | $6,755-94.5% | $12,316-97.0% |