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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 | $2,294 | $102,696-97.8% | $86,235-97.3% | $139,487-98.4% |
| Participation rate | 73.3% | 74.5%-1.2pp | 69.0%+4.4pp | 80.3%-7.0pp |
| Annual return | 26.55% | 1925.91%-1899.4pp | 1170.03%-1143.5pp | 373.84%-347.3pp |
| Employer contribution / active EE | $0 | $3,034-100.0% | $2,381-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $1,172 | $4,679-74.9% | $3,987-70.6% | $6,713-82.5% |
| Admin fee / account holder | $304 | $8,667-96.5% | $6,856-95.6% | $11,407-97.3% |