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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 | $12,810 | $93,589-86.3% | $135,942-90.6% | $75,181-83.0% |
| Participation rate | 75.0% | 75.2%-0.2pp | 81.9%-6.9pp | 67.2%+7.8pp |
| Annual return | 111.94% | 30.90%+81.0pp | 68.28%+43.7pp | 160.69%-48.7pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,858-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,505 | $6,405-29.7% | $7,759-41.9% | $4,126+9.2% |
| Admin fee / account holder | $1,820 | $6,977-73.9% | $10,764-83.1% | $5,650-67.8% |