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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 | $3,247 | $90,614-96.4% | $76,089-95.7% | $145,877-97.8% |
| Participation rate | 81.3% | 74.5%+6.8pp | 69.1%+12.2pp | 80.3%+0.9pp |
| Annual return | 105.58% | 623.80%-518.2pp | 360.94%-255.4pp | 551.28%-445.7pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $2,690-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,820 | $5,168-64.8% | $4,259-57.3% | $6,691-72.8% |
| Admin fee / account holder | $1,123 | $8,376-86.6% | $6,418-82.5% | $13,402-91.6% |