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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 | $13,946 | $102,429-86.4% | $147,096-90.5% | $80,925-82.8% |
| Participation rate | 75.0% | 75.9%-0.9pp | 82.2%-7.2pp | 67.7%+7.3pp |
| Annual return | 21.42% | 135.02%-113.6pp | 419.75%-398.3pp | 35.65%-14.2pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $5,218 | $6,649-21.5% | $8,071-35.4% | $4,299+21.4% |
| Admin fee / account holder | $1,541 | $7,957-80.6% | $13,005-88.1% | $6,940-77.8% |