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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 | $9,862 | $100,041-90.1% | $149,718-93.4% | $70,131-85.9% |
| Participation rate | 79.0% | 83.6%-4.6pp | 87.1%-8.1pp | 69.5%+9.5pp |
| Annual return | 70.87% | 27.43%+43.4pp | 1501.70%-1430.8pp | 73.14%-2.3pp |
| Employer contribution / active EE | $0 | $3,662-100.0% | $5,444-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $4,127 | $4,983-17.2% | $6,568-37.2% | $3,332+23.9% |
| Admin fee / account holder | $885 | $8,286-89.3% | $11,283-92.2% | $4,645-80.9% |