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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 | $16,681 | $102,393-83.7% | $147,041-88.7% | $80,911-79.4% |
| Participation rate | 85.7% | 75.9%+9.9pp | 82.2%+3.5pp | 67.6%+18.1pp |
| Annual return | 14.94% | 134.95%-120.0pp | 419.21%-404.3pp | 35.63%-20.7pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,935-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,211 | $6,647-36.7% | $8,071-47.8% | $4,297-2.0% |
| Admin fee / account holder | $626 | $7,943-92.1% | $13,006-95.2% | $6,935-91.0% |