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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 | $19,444 | $102,422-81.0% | $147,117-86.8% | $80,959-76.0% |
| Participation rate | 74.3% | 75.9%-1.6pp | 82.2%-7.9pp | 67.7%+6.6pp |
| Annual return | 15.69% | 135.16%-119.5pp | 420.54%-404.9pp | 35.67%-20.0pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $6,433 | $6,652-3.3% | $8,065-20.2% | $4,300+49.6% |
| Admin fee / account holder | $2,266 | $7,953-71.5% | $12,993-82.6% | $6,925-67.3% |