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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 | $4,479 | $76,368-94.1% | $67,681-93.4% | $154,746-97.1% |
| Participation rate | 88.9% | 79.0%+9.9pp | 73.7%+15.2pp | 80.7%+8.2pp |
| Annual return | 19.06% | 1066.77%-1047.7pp | 590.58%-571.5pp | 172.34%-153.3pp |
| Employer contribution / active EE | $0 | $3,151-100.0% | $2,678-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,235 | $4,824-74.4% | $3,976-68.9% | $6,730-81.6% |
| Admin fee / account holder | $462 | $8,559-94.6% | $6,100-92.4% | $14,365-96.8% |