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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 | $3,769 | $45,119-91.6% | $85,126-95.6% | $74,429-94.9% |
| Participation rate | 84.4% | 49.4%+35.1pp | 67.5%+16.9pp | 67.2%+17.2pp |
| Annual return | 68.53% | 26.28%+42.3pp | 66.63%+1.9pp | 1368.38%-1299.9pp |
| Employer contribution / active EE | $0 | $1,460-100.0% | $2,731-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $3,049 | $2,738+11.4% | $4,523-32.6% | $4,348-29.9% |
| Admin fee / account holder | $595 | $2,214-73.1% | $6,160-90.3% | $1,944-69.4% |