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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 | $18,048 | $165,361-89.1% | $149,715-87.9% | $158,950-88.6% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 33.37% | 348.24%-314.9pp | 276.66%-243.3pp | 302.91%-269.5pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $7,397 | $7,182+3.0% | $6,842+8.1% | $5,983+23.6% |
| Admin fee / account holder | $5,965 | $10,808-44.8% | $9,310-35.9% | $11,248-47.0% |