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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 | $1,891 | $68,097-97.2% | $62,929-97.0% | $137,256-98.6% |
| Participation rate | 83.3% | 77.4%+5.9pp | 73.1%+10.2pp | 80.0%+3.4pp |
| Annual return | 37.15% | 1859.11%-1822.0pp | 1063.93%-1026.8pp | 220.34%-183.2pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,009 | $4,553-77.8% | $3,888-74.0% | $6,407-84.2% |
| Admin fee / account holder | $323 | $6,521-95.0% | $5,065-93.6% | $12,270-97.4% |