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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 | $6,636 | $85,766-92.3% | $136,298-95.1% | $70,126-90.5% |
| Participation rate | 89.3% | 74.2%+15.1pp | 81.9%+7.4pp | 69.5%+19.7pp |
| Annual return | 32.34% | 31.46%+0.9pp | 5156.27%-5123.9pp | 73.15%-40.8pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,952 | $5,051-2.0% | $6,247-20.7% | $3,332+48.6% |
| Admin fee / account holder | $362 | $5,421-93.3% | $9,244-96.1% | $4,645-92.2% |