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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 | $2,844 | $76,368-96.3% | $67,681-95.8% | $154,746-98.2% |
| Participation rate | 87.0% | 79.0%+8.0pp | 73.7%+13.2pp | 80.7%+6.3pp |
| Annual return | 22.09% | 1066.77%-1044.7pp | 590.58%-568.5pp | 172.34%-150.3pp |
| Employer contribution / active EE | $0 | $3,151-100.0% | $2,678-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,084 | $4,824-77.5% | $3,976-72.7% | $6,730-83.9% |
| Admin fee / account holder | $1,148 | $8,559-86.6% | $6,100-81.2% | $14,365-92.0% |