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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 | $4,354 | $154,754-97.2% | $124,206-96.5% | $138,895-96.9% |
| Participation rate | 73.7% | 75.5%-1.8pp | 69.6%+4.1pp | 79.9%-6.2pp |
| Annual return | 29.50% | 709.28%-679.8pp | 515.27%-485.8pp | 145.39%-115.9pp |
| Employer contribution / active EE | $0 | $4,446-100.0% | $3,540-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,749 | $4,621-62.2% | $3,968-55.9% | $6,396-72.7% |
| Admin fee / account holder | $550 | $6,690-91.8% | $5,929-90.7% | $12,562-95.6% |