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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 | $13,479 | $225,673-94.0% | $203,872-93.4% | $155,188-91.3% |
| Participation rate | 100.0% | 80.3%+19.7pp | 77.8%+22.2pp | 80.8%+19.2pp |
| Annual return | 14.22% | 95.91%-81.7pp | 85.11%-70.9pp | 148.84%-134.6pp |
| Employer contribution / active EE | $0 | $4,099-100.0% | $3,757-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $4,592 | $6,893-33.4% | $6,388-28.1% | $6,531-29.7% |
| Admin fee / account holder | $1,927 | $12,327-84.4% | $11,730-83.6% | $14,480-86.7% |