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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 | $16,589 | $160,040-89.6% | $147,096-88.7% | $145,877-88.6% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 27.43% | 98.49%-71.1pp | 419.75%-392.3pp | 551.28%-523.9pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $10,473 | $8,429+24.2% | $8,071+29.8% | $6,691+56.5% |
| Admin fee / account holder | $3,236 | $15,050-78.5% | $13,005-75.1% | $13,402-75.9% |