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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 | $12,118 | $165,399-92.7% | $149,745-91.9% | $158,982-92.4% |
| Participation rate | 78.9% | 84.6%-5.6pp | 82.5%-3.5pp | 82.0%-3.0pp |
| Annual return | 15.17% | 348.34%-333.2pp | 276.72%-261.6pp | 302.99%-287.8pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,595 | $7,183-63.9% | $6,843-62.1% | $5,983-56.6% |
| Admin fee / account holder | $3,211 | $10,811-70.3% | $9,312-65.5% | $11,252-71.5% |