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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 | $32,118 | $197,625-83.7% | $177,840-81.9% | $158,966-79.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 20.47% | 58.76%-38.3pp | 48.32%-27.8pp | 302.95%-282.5pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,919-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $12,791 | $8,405+52.2% | $7,714+65.8% | $5,983+113.8% |
| Admin fee / account holder | $1,137 | $15,405-92.6% | $12,431-90.9% | $11,250-89.9% |