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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 | $13,481 | $148,629-90.9% | $135,982-90.1% | $139,487-90.3% |
| Participation rate | 92.9% | 83.9%+9.0pp | 81.9%+10.9pp | 80.3%+12.5pp |
| Annual return | 13.66% | 79.33%-65.7pp | 68.32%-54.7pp | 373.84%-360.2pp |
| Employer contribution / active EE | $0 | $5,247-100.0% | $4,859-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $5,142 | $8,102-36.5% | $7,760-33.7% | $6,713-23.4% |
| Admin fee / account holder | $2,224 | $12,406-82.1% | $10,767-79.3% | $11,407-80.5% |