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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 | $11,183 | $176,077-93.6% | $159,455-93.0% | $167,518-93.3% |
| Participation rate | 94.7% | 84.9%+9.8pp | 82.8%+11.9pp | 82.1%+12.6pp |
| Annual return | 57.93% | 331.83%-273.9pp | 263.63%-205.7pp | 478.71%-420.8pp |
| Employer contribution / active EE | $0 | $5,298-100.0% | $4,830-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $4,426 | $7,751-42.9% | $7,353-39.8% | $6,342-30.2% |
| Admin fee / account holder | $1,159 | $12,556-90.8% | $10,800-89.3% | $12,312-90.6% |