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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 | $18,234 | $102,385-82.2% | $147,080-87.6% | $80,935-77.5% |
| Participation rate | 89.1% | 75.9%+13.3pp | 82.2%+6.9pp | 67.7%+21.5pp |
| Annual return | 31.42% | 135.09%-103.7pp | 420.17%-388.7pp | 35.66%-4.2pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $10,379 | $6,651+56.0% | $8,066+28.7% | $4,299+141.4% |
| Admin fee / account holder | $1,848 | $7,951-76.8% | $12,989-85.8% | $6,924-73.3% |