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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 | $7,605 | $160,040-95.2% | $147,096-94.8% | $145,877-94.8% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 30.91% | 98.49%-67.6pp | 419.75%-388.8pp | 551.28%-520.4pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,426 | $8,429-59.4% | $8,071-57.6% | $6,691-48.8% |
| Admin fee / account holder | $564 | $15,050-96.3% | $13,005-95.7% | $13,402-95.8% |