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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 | $3,962 | $70,121-94.4% | $63,803-93.8% | $138,895-97.1% |
| Participation rate | 70.6% | 77.2%-6.6pp | 72.7%-2.1pp | 79.9%-9.3pp |
| Annual return | 22.27% | 946.48%-924.2pp | 543.72%-521.4pp | 145.39%-123.1pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,532-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $983 | $4,535-78.3% | $3,843-74.4% | $6,396-84.6% |
| Admin fee / account holder | $426 | $6,738-93.7% | $5,196-91.8% | $12,562-96.6% |