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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 | $16,111 | $148,623-89.2% | $135,974-88.2% | $139,466-88.4% |
| Participation rate | 81.8% | 83.9%-2.0pp | 81.9%-0.1pp | 80.3%+1.5pp |
| Annual return | 22.71% | 79.30%-56.6pp | 68.30%-45.6pp | 373.66%-351.0pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $5,295 | $8,103-34.7% | $7,760-31.8% | $6,712-21.1% |
| Admin fee / account holder | $339 | $12,406-97.3% | $10,767-96.9% | $11,409-97.0% |