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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 | $24,575 | $102,422-76.0% | $147,117-83.3% | $80,959-69.6% |
| Participation rate | 84.4% | 75.9%+8.5pp | 82.2%+2.2pp | 67.7%+16.7pp |
| Annual return | 28.69% | 135.16%-106.5pp | 420.54%-391.8pp | 35.67%-7.0pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $6,862 | $6,652+3.2% | $8,065-14.9% | $4,300+59.6% |
| Admin fee / account holder | $2,331 | $7,953-70.7% | $12,993-82.1% | $6,925-66.3% |