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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 | $5,272 | $58,275-91.0% | $81,844-93.6% | $80,935-93.5% |
| Participation rate | 88.5% | 63.5%+25.0pp | 72.4%+16.1pp | 67.7%+20.8pp |
| Annual return | 217.06% | 41.82%+175.2pp | 778.87%-561.8pp | 35.66%+181.4pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,075 | $3,285-36.8% | $4,323-52.0% | $4,299-51.7% |
| Admin fee / account holder | $872 | $4,749-81.6% | $7,355-88.1% | $6,924-87.4% |