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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 | $8,644 | $60,128-85.6% | $90,440-90.4% | $79,852-89.2% |
| Participation rate | 90.9% | 65.0%+25.9pp | 72.7%+18.2pp | 69.6%+21.3pp |
| Annual return | 12.80% | 71.95%-59.1pp | 1294.38%-1281.6pp | 31.72%-18.9pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,263-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,876 | $2,939-2.1% | $3,964-27.4% | $3,740-23.1% |
| Admin fee / account holder | $598 | $3,977-85.0% | $5,615-89.3% | $5,306-88.7% |