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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 | $8,771 | $81,331-89.2% | $155,534-94.4% | $80,935-89.2% |
| Participation rate | 86.2% | 66.3%+20.0pp | 78.2%+8.0pp | 67.7%+18.5pp |
| Annual return | 439.02% | 33.37%+405.6pp | 64.92%+374.1pp | 35.66%+403.4pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,065 | $3,454-40.2% | $5,630-63.3% | $4,299-52.0% |
| Admin fee / account holder | $396 | $7,999-95.0% | $15,900-97.5% | $6,924-94.3% |