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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 | $2,989 | $52,353-94.3% | $120,225-97.5% | $82,448-96.4% |
| Participation rate | 85.4% | 58.3%+27.1pp | 69.6%+15.8pp | 68.1%+17.3pp |
| Annual return | 19.41% | 61.85%-42.4pp | 439.23%-419.8pp | 41.64%-22.2pp |
| Employer contribution / active EE | $0 | $1,510-100.0% | $3,475-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,304 | $2,627-50.3% | $3,999-67.4% | $4,139-68.5% |
| Admin fee / account holder | $612 | $4,363-86.0% | $5,696-89.3% | $7,234-91.5% |