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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 | $12,447 | $175,259-92.9% | $149,723-91.7% | $139,487-91.1% |
| Participation rate | 77.8% | 83.4%-5.6pp | 78.8%-1.0pp | 80.3%-2.6pp |
| Annual return | 22.98% | 166.82%-143.8pp | 134.50%-111.5pp | 373.84%-350.9pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $2,955 | $6,522-54.7% | $5,682-48.0% | $6,713-56.0% |
| Admin fee / account holder | $426 | $16,158-97.4% | $13,215-96.8% | $11,407-96.3% |