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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 | $12,617 | $175,259-92.8% | $149,723-91.6% | $139,487-91.0% |
| Participation rate | 83.3% | 83.4%-0.1pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 39.92% | 166.82%-126.9pp | 134.50%-94.6pp | 373.84%-333.9pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $6,079 | $6,522-6.8% | $5,682+7.0% | $6,713-9.4% |
| Admin fee / account holder | $410 | $16,158-97.5% | $13,215-96.9% | $11,407-96.4% |