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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 | $21,840 | $98,760-77.9% | $149,715-85.4% | $79,858-72.7% |
| Participation rate | 87.8% | 75.8%+12.0pp | 82.5%+5.3pp | 69.6%+18.1pp |
| Annual return | 205.59% | 27.43%+178.2pp | 276.66%-71.1pp | 31.72%+173.9pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $8,658 | $5,681+52.4% | $6,842+26.5% | $3,740+131.5% |
| Admin fee / account holder | $2,451 | $6,053-59.5% | $9,310-73.7% | $5,306-53.8% |