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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 | $15,141 | $82,674-81.7% | $125,381-87.9% | $68,486-77.9% |
| Participation rate | 93.9% | 75.1%+18.9pp | 82.4%+11.6pp | 67.9%+26.0pp |
| Annual return | 60.31% | -5.97%+66.3pp | 572.31%-512.0pp | -7.85%+68.2pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $14,951 | $6,111+144.7% | $7,448+100.7% | $4,028+271.2% |
| Admin fee / account holder | $1,299 | $6,277-79.3% | $10,007-87.0% | $5,404-76.0% |