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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 | $10,950 | $80,812-86.4% | $160,784-93.2% | $82,448-86.7% |
| Participation rate | 73.0% | 66.2%+6.7pp | 77.0%-4.0pp | 68.1%+4.9pp |
| Annual return | 26.74% | 100.59%-73.9pp | 1803.92%-1777.2pp | 41.64%-14.9pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,873 | $4,335-10.7% | $6,293-38.5% | $4,139-6.4% |
| Admin fee / account holder | $434 | $7,695-94.4% | $9,717-95.5% | $7,234-94.0% |