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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 | $3,632 | $96,388-96.2% | $80,627-95.5% | $139,466-97.4% |
| Participation rate | 71.4% | 73.6%-2.2pp | 67.0%+4.4pp | 80.3%-8.9pp |
| Annual return | 18.54% | 1352.08%-1333.5pp | 936.76%-918.2pp | 373.66%-355.1pp |
| Employer contribution / active EE | $0 | $3,260-100.0% | $2,723-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,165 | $5,224-77.7% | $4,443-73.8% | $6,712-82.6% |
| Admin fee / account holder | $310 | $6,603-95.3% | $5,381-94.2% | $11,409-97.3% |