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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 | $5,112 | $100,784-94.9% | $191,597-97.3% | $82,637-93.8% |
| Participation rate | 91.7% | 70.5%+21.2pp | 76.9%+14.7pp | 68.1%+23.6pp |
| Annual return | 127.92% | 18.13%+109.8pp | 27.07%+100.8pp | 53.51%+74.4pp |
| Employer contribution / active EE | $0 | $3,102-100.0% | $5,025-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,844 | $4,937-22.1% | $6,850-43.9% | $4,126-6.8% |
| Admin fee / account holder | $3,276 | $10,062-67.4% | $22,799-85.6% | $7,339-55.4% |