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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 | $20,230 | $157,296-87.1% | $141,191-85.7% | $152,897-86.8% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 239.02% | 64.34%+174.7pp | 71.41%+167.6pp | 345.43%-106.4pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,343 | $7,111-67.0% | $6,710-65.1% | $5,851-60.0% |
| Admin fee / account holder | $390 | $12,125-96.8% | $10,264-96.2% | $11,599-96.6% |