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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 | $4,198 | $90,530-95.4% | $76,030-94.5% | $145,897-97.1% |
| Participation rate | 83.3% | 74.4%+8.9pp | 69.1%+14.3pp | 80.3%+3.0pp |
| Annual return | 16.85% | 625.08%-608.2pp | 361.54%-344.7pp | 552.29%-535.4pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $2,688-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,081 | $5,164-59.7% | $4,257-51.1% | $6,689-68.9% |
| Admin fee / account holder | $402 | $8,383-95.2% | $6,421-93.7% | $13,390-97.0% |