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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 | $4,230 | $93,345-95.5% | $119,126-96.4% | $87,485-95.2% |
| Participation rate | 71.4% | 68.7%+2.7pp | 75.8%-4.3pp | 68.9%+2.5pp |
| Annual return | 109.96% | 19.08%+90.9pp | 282.11%-172.2pp | 26.06%+83.9pp |
| Employer contribution / active EE | $0 | $3,172-100.0% | $4,034-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,688 | $4,099-10.0% | $5,318-30.6% | $4,274-13.7% |
| Admin fee / account holder | $382 | $8,039-95.2% | $10,693-96.4% | $7,775-95.1% |