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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 | $53,063-89.2% | $124,206-95.4% | $82,637-93.1% |
| Participation rate | 77.3% | 58.4%+18.9pp | 69.6%+7.7pp | 68.1%+9.2pp |
| Annual return | 27.11% | 68.87%-41.8pp | 515.27%-488.2pp | 53.51%-26.4pp |
| Employer contribution / active EE | $0 | $1,530-100.0% | $3,540-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,905 | $2,644-27.9% | $3,968-52.0% | $4,126-53.8% |
| Admin fee / account holder | $2,142 | $4,281-50.0% | $5,929-63.9% | $7,339-70.8% |