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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 | $13,582 | $51,736-73.7% | $120,225-88.7% | $67,986-80.0% |
| Participation rate | 82.4% | 46.1%+36.4pp | 69.6%+12.9pp | 57.2%+25.2pp |
| Annual return | 232.27% | 31.98%+200.3pp | 439.23%-207.0pp | 31.67%+200.6pp |
| Employer contribution / active EE | $0 | $1,071-100.0% | $3,475-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $2,395 | $2,206+8.6% | $3,999-40.1% | $3,358-28.7% |
| Admin fee / account holder | $310 | $4,159-92.6% | $5,696-94.6% | $3,203-90.3% |