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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 | $9,248 | $102,385-91.0% | $147,080-93.7% | $80,935-88.6% |
| Participation rate | 96.2% | 75.9%+20.3pp | 82.2%+14.0pp | 67.7%+28.5pp |
| Annual return | 34.53% | 135.09%-100.6pp | 420.17%-385.6pp | 35.66%-1.1pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,878 | $6,651-41.7% | $8,066-51.9% | $4,299-9.8% |
| Admin fee / account holder | $899 | $7,951-88.7% | $12,989-93.1% | $6,924-87.0% |