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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 | $8,198 | $57,305-85.7% | $86,640-90.5% | $75,173-89.1% |
| Participation rate | 86.1% | 63.2%+22.9pp | 71.7%+14.4pp | 67.2%+18.9pp |
| Annual return | 20.74% | 2674.24%-2653.5pp | 592.52%-571.8pp | 160.72%-140.0pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,024-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,094 | $3,320+23.3% | $4,438-7.8% | $4,126-0.8% |
| Admin fee / account holder | $409 | $4,116-90.1% | $5,616-92.7% | $5,651-92.8% |