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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 | $13,530 | $160,028-91.5% | $147,080-90.8% | $145,884-90.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.48% | 98.60%-86.1pp | 420.17%-407.7pp | 551.85%-539.4pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,904 | $8,422-65.5% | $8,066-64.0% | $6,690-56.6% |
| Admin fee / account holder | $6,420 | $15,030-57.3% | $12,989-50.6% | $13,392-52.1% |