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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 | $4,279 | $105,145-95.9% | $94,664-95.5% | $139,466-96.9% |
| Participation rate | 70.0% | 82.4%-12.4pp | 80.8%-10.8pp | 80.3%-10.3pp |
| Annual return | 73.39% | 38.09%+35.3pp | 156.84%-83.5pp | 373.66%-300.3pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,673-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $3,018 | $7,599-60.3% | $7,417-59.3% | $6,712-55.0% |
| Admin fee / account holder | $370 | $8,972-95.9% | $7,222-94.9% | $11,409-96.8% |