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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 | $22,109 | $152,592-85.5% | $125,180-82.3% | $152,885-85.5% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 20.76% | 54.84%-34.1pp | 43.79%-23.0pp | 345.39%-324.6pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $4,156 | $5,868-29.2% | $4,937-15.8% | $5,851-29.0% |
| Admin fee / account holder | $4,969 | $13,435-63.0% | $9,703-48.8% | $11,598-57.2% |