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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 | $165,351-92.7% | $149,710-91.9% | $158,931-92.4% |
| Participation rate | 78.9% | 84.6%-5.6pp | 82.5%-3.5pp | 82.0%-3.0pp |
| Annual return | 15.17% | 348.19%-333.0pp | 276.63%-261.5pp | 302.86%-287.7pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,595 | $7,181-63.9% | $6,842-62.1% | $5,982-56.6% |
| Admin fee / account holder | $3,211 | $10,807-70.3% | $9,309-65.5% | $11,247-71.4% |