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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 | $5,729 | $52,353-89.1% | $120,225-95.2% | $82,448-93.1% |
| Participation rate | 77.3% | 58.3%+19.0pp | 69.6%+7.7pp | 68.1%+9.2pp |
| Annual return | 27.11% | 61.85%-34.7pp | 439.23%-412.1pp | 41.64%-14.5pp |
| Employer contribution / active EE | $0 | $1,510-100.0% | $3,475-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,905 | $2,627-27.5% | $3,999-52.3% | $4,139-54.0% |
| Admin fee / account holder | $2,142 | $4,363-50.9% | $5,696-62.4% | $7,234-70.4% |