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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 | $16,674 | $102,429-83.7% | $147,096-88.7% | $80,925-79.4% |
| Participation rate | 76.9% | 75.9%+1.1pp | 82.2%-5.3pp | 67.7%+9.3pp |
| Annual return | 28.53% | 135.02%-106.5pp | 419.75%-391.2pp | 35.65%-7.1pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $5,236 | $6,649-21.2% | $8,071-35.1% | $4,299+21.8% |
| Admin fee / account holder | $5,213 | $7,957-34.5% | $13,005-59.9% | $6,940-24.9% |