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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 | $1,137 | $102,938-98.9% | $94,105-98.8% | $138,895-99.2% |
| Participation rate | 75.0% | 74.6%+0.4pp | 71.9%+3.1pp | 79.9%-4.9pp |
| Annual return | 820.38% | 250.28%+570.1pp | 204.55%+615.8pp | 145.39%+675.0pp |
| Employer contribution / active EE | $0 | $2,732-100.0% | $2,504-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,772 | $4,196-57.8% | $3,881-54.4% | $6,396-72.3% |
| Admin fee / account holder | $499 | $6,600-92.4% | $6,199-91.9% | $12,562-96.0% |