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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 | $16,513 | $209,425-92.1% | $178,499-90.7% | $158,966-89.6% |
| Participation rate | 73.3% | 86.4%-13.0pp | 81.9%-8.6pp | 82.0%-8.6pp |
| Annual return | 18.15% | 188.80%-170.6pp | 151.10%-133.0pp | 302.95%-284.8pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,336 | $5,955-60.8% | $5,202-55.1% | $5,983-60.9% |
| Admin fee / account holder | $584 | $17,078-96.6% | $13,986-95.8% | $11,250-94.8% |