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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 | $16,401 | $176,105-90.7% | $159,474-89.7% | $167,536-90.2% |
| Participation rate | 82.4% | 85.0%-2.6pp | 82.8%-0.5pp | 82.1%+0.2pp |
| Annual return | 14.71% | 331.91%-317.2pp | 263.68%-249.0pp | 478.82%-464.1pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $4,102 | $7,751-47.1% | $7,353-44.2% | $6,342-35.3% |
| Admin fee / account holder | $621 | $12,559-95.1% | $10,802-94.3% | $12,315-95.0% |