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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 | $13,669 | $162,136-91.6% | $152,301-91.0% | $154,746-91.2% |
| Participation rate | 72.7% | 84.1%-11.4pp | 82.4%-9.7pp | 80.7%-8.0pp |
| Annual return | 26.39% | 91.02%-64.6pp | 80.50%-54.1pp | 172.34%-145.9pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,907 | $8,341-41.2% | $8,004-38.7% | $6,730-27.1% |
| Admin fee / account holder | $1,602 | $15,759-89.8% | $14,398-88.9% | $14,365-88.8% |