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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 | $10,490 | $80,812-87.0% | $160,784-93.5% | $82,448-87.3% |
| Participation rate | 86.2% | 66.2%+20.0pp | 77.0%+9.3pp | 68.1%+18.1pp |
| Annual return | 17.92% | 100.59%-82.7pp | 1803.92%-1786.0pp | 41.64%-23.7pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,913 | $4,335-55.9% | $6,293-69.6% | $4,139-53.8% |
| Admin fee / account holder | $1,016 | $7,695-86.8% | $9,717-89.5% | $7,234-86.0% |