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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 | $11,572 | $160,070-92.8% | $147,117-92.1% | $145,897-92.1% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.2%-0.4pp | 80.3%+1.5pp |
| Annual return | 23.77% | 98.69%-74.9pp | 420.54%-396.8pp | 552.29%-528.5pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,729 | $8,419-55.7% | $8,065-53.8% | $6,689-44.3% |
| Admin fee / account holder | $368 | $15,035-97.6% | $12,993-97.2% | $13,390-97.3% |