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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 | $15,508 | $157,304-90.1% | $141,197-89.0% | $152,909-89.9% |
| Participation rate | 73.3% | 84.8%-11.5pp | 82.5%-9.1pp | 82.5%-9.1pp |
| Annual return | 30.42% | 64.34%-33.9pp | 71.41%-41.0pp | 345.46%-315.0pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $5,131 | $7,111-27.8% | $6,710-23.5% | $5,851-12.3% |
| Admin fee / account holder | $1,300 | $12,126-89.3% | $10,265-87.3% | $11,601-88.8% |