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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 | $3,855 | $78,694-95.1% | $67,652-94.3% | $125,389-96.9% |
| Participation rate | 80.0% | 78.8%+1.2pp | 75.7%+4.3pp | 83.2%-3.2pp |
| Annual return | 25.76% | 9.46%+16.3pp | 6625.40%-6599.6pp | 282.24%-256.5pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,826 | $4,292-34.2% | $3,560-20.6% | $5,352-47.2% |
| Admin fee / account holder | $405 | $7,403-94.5% | $4,821-91.6% | $9,541-95.8% |