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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 | $2,766 | $88,702-96.9% | $81,780-96.6% | $145,978-98.1% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.4%+15.1pp | 80.3%+7.2pp |
| Annual return | 12.50% | 1029.12%-1016.6pp | 776.27%-763.8pp | 550.52%-538.0pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,914-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,949 | $4,645-58.0% | $4,321-54.9% | $6,690-70.9% |
| Admin fee / account holder | $381 | $8,414-95.5% | $7,384-94.8% | $13,400-97.2% |