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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 | $5,771 | $183,516-96.9% | $155,534-96.3% | $145,884-96.0% |
| Participation rate | 70.0% | 82.7%-12.7pp | 78.2%-8.2pp | 80.3%-10.3pp |
| Annual return | 15.18% | 61.43%-46.2pp | 64.92%-49.7pp | 551.85%-536.7pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,162 | $6,467-66.6% | $5,630-61.6% | $6,690-67.7% |
| Admin fee / account holder | $1,222 | $19,293-93.7% | $15,900-92.3% | $13,392-90.9% |