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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 | $8,775 | $160,040-94.5% | $147,096-94.0% | $145,877-94.0% |
| Participation rate | 76.2% | 84.0%-7.8pp | 82.2%-6.0pp | 80.3%-4.1pp |
| Annual return | 10.82% | 98.49%-87.7pp | 419.75%-408.9pp | 551.28%-540.5pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,748 | $8,429-55.5% | $8,071-53.6% | $6,691-44.0% |
| Admin fee / account holder | $1,395 | $15,050-90.7% | $13,005-89.3% | $13,402-89.6% |