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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 | $11,709 | $102,422-88.6% | $147,117-92.0% | $80,959-85.5% |
| Participation rate | 85.2% | 75.9%+9.3pp | 82.2%+3.0pp | 67.7%+17.5pp |
| Annual return | 12.67% | 135.16%-122.5pp | 420.54%-407.9pp | 35.67%-23.0pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,225 | $6,652-51.5% | $8,065-60.0% | $4,300-25.0% |
| Admin fee / account holder | $1,027 | $7,953-87.1% | $12,993-92.1% | $6,925-85.2% |