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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 | $17,008 | $176,120-90.3% | $159,487-89.3% | $167,553-89.8% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 16.66% | 331.95%-315.3pp | 263.71%-247.0pp | 478.89%-462.2pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $15,649 | $7,752+101.9% | $7,354+112.8% | $6,343+146.7% |
| Admin fee / account holder | $7,575 | $12,561-39.7% | $10,804-29.9% | $12,316-38.5% |