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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 | $5,049 | $104,953-95.2% | $84,637-94.0% | $152,909-96.7% |
| Participation rate | 75.0% | 74.8%+0.2pp | 68.2%+6.8pp | 82.5%-7.5pp |
| Annual return | 27.72% | 373.94%-346.2pp | 258.82%-231.1pp | 345.46%-317.7pp |
| Employer contribution / active EE | $0 | $3,304-100.0% | $2,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,841 | $4,691-60.8% | $3,900-52.8% | $5,851-68.5% |
| Admin fee / account holder | $682 | $6,244-89.1% | $4,914-86.1% | $11,601-94.1% |