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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 | $19,707 | $102,422-80.8% | $147,117-86.6% | $80,959-75.7% |
| Participation rate | 93.8% | 75.9%+17.9pp | 82.2%+11.6pp | 67.7%+26.1pp |
| Annual return | 34.34% | 135.16%-100.8pp | 420.54%-386.2pp | 35.67%-1.3pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,238 | $6,652-21.3% | $8,065-35.1% | $4,300+21.8% |
| Admin fee / account holder | $722 | $7,953-90.9% | $12,993-94.4% | $6,925-89.6% |