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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 | $14,482 | $72,177-79.9% | $115,038-87.4% | $59,633-75.7% |
| Participation rate | 89.2% | 72.6%+16.7pp | 81.4%+7.9pp | 68.7%+20.6pp |
| Annual return | 107.21% | 12.02%+95.2pp | 26.14%+81.1pp | 2041.45%-1934.2pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $5,133 | $4,783+7.3% | $6,026-14.8% | $3,192+60.8% |
| Admin fee / account holder | $2,587 | $4,927-47.5% | $8,175-68.4% | $4,297-39.8% |