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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 | $53,063-91.6% | $124,206-96.4% | $82,637-94.6% |
| Participation rate | 83.3% | 58.4%+24.9pp | 69.6%+13.8pp | 68.1%+15.3pp |
| Annual return | 32.02% | 68.87%-36.9pp | 515.27%-483.2pp | 53.51%-21.5pp |
| Employer contribution / active EE | $0 | $1,530-100.0% | $3,540-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,433 | $2,644-45.8% | $3,968-63.9% | $4,126-65.3% |
| Admin fee / account holder | $344 | $4,281-92.0% | $5,929-94.2% | $7,339-95.3% |