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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 | $17,070 | $106,749-84.0% | $145,433-88.3% | $82,448-79.3% |
| Participation rate | 88.6% | 75.6%+12.9pp | 82.1%+6.5pp | 68.1%+20.5pp |
| Annual return | 435.73% | 27.59%+408.1pp | 66.58%+369.2pp | 41.64%+394.1pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,864 | $6,519-40.7% | $7,897-51.1% | $4,139-6.7% |
| Admin fee / account holder | $549 | $8,390-93.5% | $13,129-95.8% | $7,234-92.4% |