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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 | $5,146 | $100,938-94.9% | $90,461-94.3% | $158,982-96.8% |
| Participation rate | 85.0% | 75.0%+10.0pp | 72.7%+12.3pp | 82.0%+3.0pp |
| Annual return | 16.26% | 1727.20%-1710.9pp | 1294.76%-1278.5pp | 302.99%-286.7pp |
| Employer contribution / active EE | $0 | $3,691-100.0% | $3,264-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,991 | $4,350-54.2% | $3,964-49.8% | $5,983-66.7% |
| Admin fee / account holder | $664 | $6,510-89.8% | $5,617-88.2% | $11,252-94.1% |