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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 | $6,854 | $111,785-93.9% | $93,669-92.7% | $145,877-95.3% |
| Participation rate | 75.0% | 74.2%+0.8pp | 68.7%+6.3pp | 80.3%-5.3pp |
| Annual return | 13.84% | 203.79%-189.9pp | 133.59%-119.8pp | 551.28%-537.4pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,424-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,712 | $4,919-65.2% | $4,416-61.2% | $6,691-74.4% |
| Admin fee / account holder | $685 | $10,256-93.3% | $8,291-91.7% | $13,402-94.9% |