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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 | $4,915 | $166,268-97.0% | $165,100-97.0% | $145,897-96.6% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 16.00% | 100.52%-84.5pp | 70.21%-54.2pp | 552.29%-536.3pp |
| Employer contribution / active EE | $0 | $5,284-100.0% | $4,348-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,319 | $6,964-66.7% | $6,035-61.6% | $6,689-65.3% |
| Admin fee / account holder | $1,380 | $16,659-91.7% | $12,696-89.1% | $13,390-89.7% |