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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 | $22,434 | $102,382-78.1% | $147,005-84.7% | $80,874-72.3% |
| Participation rate | 80.8% | 75.8%+4.9pp | 82.2%-1.4pp | 67.6%+13.1pp |
| Annual return | 20.82% | 134.89%-114.1pp | 418.76%-397.9pp | 35.62%-14.8pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,934-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $21,380 | $6,646+221.7% | $8,070+164.9% | $4,297+397.6% |
| Admin fee / account holder | $5,096 | $7,942-35.8% | $13,006-60.8% | $6,935-26.5% |