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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 | $4,482 | $52,353-91.4% | $120,225-96.3% | $82,448-94.6% |
| Participation rate | 83.3% | 58.3%+25.0pp | 69.6%+13.8pp | 68.1%+15.3pp |
| Annual return | 32.02% | 61.85%-29.8pp | 439.23%-407.2pp | 41.64%-9.6pp |
| Employer contribution / active EE | $0 | $1,510-100.0% | $3,475-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,433 | $2,627-45.4% | $3,999-64.2% | $4,139-65.4% |
| Admin fee / account holder | $344 | $4,363-92.1% | $5,696-94.0% | $7,234-95.3% |