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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 | $3,625 | $49,164-92.6% | $121,169-97.0% | $75,181-95.2% |
| Participation rate | 92.9% | 55.4%+37.4pp | 69.5%+23.3pp | 67.2%+25.7pp |
| Annual return | 27.33% | 56.03%-28.7pp | 986.71%-959.4pp | 160.69%-133.4pp |
| Employer contribution / active EE | $0 | $1,546-100.0% | $4,168-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,644 | $2,628+0.6% | $4,083-35.2% | $4,126-35.9% |
| Admin fee / account holder | $827 | $3,942-79.0% | $5,645-85.3% | $5,650-85.4% |