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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 | $32,630 | $197,603-83.5% | $177,827-81.7% | $158,950-79.5% |
| Participation rate | 76.2% | 88.5%-12.4pp | 87.7%-11.5pp | 82.0%-5.8pp |
| Annual return | 18.64% | 58.76%-40.1pp | 48.32%-29.7pp | 302.91%-284.3pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,918-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $7,533 | $8,404-10.4% | $7,713-2.3% | $5,983+25.9% |
| Admin fee / account holder | $1,456 | $15,402-90.5% | $12,429-88.3% | $11,248-87.1% |