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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 | $14,015 | $148,623-90.6% | $135,974-89.7% | $139,466-90.0% |
| Participation rate | 72.2% | 83.9%-11.6pp | 81.9%-9.7pp | 80.3%-8.1pp |
| Annual return | 238.19% | 79.30%+158.9pp | 68.30%+169.9pp | 373.66%-135.5pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $9,789 | $8,103+20.8% | $7,760+26.1% | $6,712+45.8% |
| Admin fee / account holder | $2,004 | $12,406-83.8% | $10,767-81.4% | $11,409-82.4% |