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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 | $102,382-86.4% | $147,005-90.5% | $80,874-82.8% |
| Participation rate | 75.0% | 75.8%-0.8pp | 82.2%-7.2pp | 67.6%+7.4pp |
| Annual return | 21.42% | 134.89%-113.5pp | 418.76%-397.3pp | 35.62%-14.2pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,934-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $5,218 | $6,646-21.5% | $8,070-35.3% | $4,297+21.4% |
| Admin fee / account holder | $1,541 | $7,942-80.6% | $13,006-88.1% | $6,935-77.8% |