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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 | $102,429-81.0% | $147,096-86.8% | $80,925-76.0% |
| Participation rate | 74.3% | 75.9%-1.6pp | 82.2%-7.9pp | 67.7%+6.6pp |
| Annual return | 15.69% | 135.02%-119.3pp | 419.75%-404.1pp | 35.65%-20.0pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $6,433 | $6,649-3.2% | $8,071-20.3% | $4,299+49.7% |
| Admin fee / account holder | $2,266 | $7,957-71.5% | $13,005-82.6% | $6,940-67.4% |