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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 | $4,052 | $123,854-96.7% | $69,623-94.2% | $145,884-97.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 66.4%+33.6pp | 80.3%+19.7pp |
| Annual return | 18.70% | 192.35%-173.7pp | 101.23%-82.5pp | 551.85%-533.2pp |
| Employer contribution / active EE | $0 | $2,673-100.0% | $1,709-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,282 | $4,242-22.6% | $2,890+13.6% | $6,690-50.9% |
| Admin fee / account holder | $785 | $7,822-90.0% | $4,696-83.3% | $13,392-94.1% |