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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 | $11,005 | $232,540-95.3% | $185,117-94.1% | $147,586-92.5% |
| Participation rate | 71.4% | 82.4%-10.9pp | 77.3%-5.8pp | 82.8%-11.4pp |
| Annual return | 8.40% | 43.03%-34.6pp | 40.50%-32.1pp | 578.59%-570.2pp |
| Employer contribution / active EE | $0 | $5,195-100.0% | $4,182-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $981 | $5,834-83.2% | $5,045-80.6% | $5,439-82.0% |
| Admin fee / account holder | $1,545 | $10,275-85.0% | $8,159-81.1% | $10,886-85.8% |