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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 | $15,898 | $160,070-90.1% | $147,117-89.2% | $145,897-89.1% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 17.04% | 98.69%-81.6pp | 420.54%-403.5pp | 552.29%-535.3pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $8,960 | $8,419+6.4% | $8,065+11.1% | $6,689+33.9% |
| Admin fee / account holder | $7,715 | $15,035-48.7% | $12,993-40.6% | $13,390-42.4% |