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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 | $4,975 | $85,766-94.2% | $136,298-96.3% | $70,126-92.9% |
| Participation rate | 76.8% | 74.2%+2.6pp | 81.9%-5.1pp | 69.5%+7.2pp |
| Annual return | 14.96% | 31.46%-16.5pp | 5156.27%-5141.3pp | 73.15%-58.2pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,602 | $5,051-48.5% | $6,247-58.4% | $3,332-21.9% |
| Admin fee / account holder | $719 | $5,421-86.7% | $9,244-92.2% | $4,645-84.5% |