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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 | $15,988 | $65,555-75.6% | $86,216-81.5% | $75,173-78.7% |
| Participation rate | 85.3% | 60.5%+24.8pp | 69.0%+16.3pp | 67.2%+18.1pp |
| Annual return | 71.07% | 46.07%+25.0pp | 1169.42%-1098.3pp | 160.72%-89.6pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,382-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $5,797 | $3,023+91.7% | $3,986+45.4% | $4,126+40.5% |
| Admin fee / account holder | $814 | $5,469-85.1% | $6,853-88.1% | $5,651-85.6% |