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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 | $13,854 | $166,242-91.7% | $165,071-91.6% | $145,884-90.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.67% | 100.44%-86.8pp | 70.17%-56.5pp | 551.85%-538.2pp |
| Employer contribution / active EE | $0 | $5,283-100.0% | $4,347-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $8,141 | $6,964+16.9% | $6,035+34.9% | $6,690+21.7% |
| Admin fee / account holder | $2,150 | $16,658-87.1% | $12,695-83.1% | $13,392-83.9% |