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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 | $1,057 | $72,403-98.5% | $67,524-98.4% | $145,978-99.3% |
| Participation rate | 86.4% | 76.9%+9.5pp | 72.9%+13.5pp | 80.3%+6.1pp |
| Annual return | 17.85% | 7197.23%-7179.4pp | 3519.41%-3501.6pp | 550.52%-532.7pp |
| Employer contribution / active EE | $0 | $3,072-100.0% | $2,734-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $981 | $4,782-79.5% | $4,001-75.5% | $6,690-85.3% |
| Admin fee / account holder | $356 | $5,541-93.6% | $4,001-91.1% | $13,400-97.3% |