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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 | $14,989 | $202,463-92.6% | $169,397-91.2% | $139,487-89.3% |
| Participation rate | 73.9% | 81.1%-7.2pp | 77.2%-3.3pp | 80.3%-6.4pp |
| Annual return | 13.49% | 532.64%-519.1pp | 406.23%-392.7pp | 373.84%-360.3pp |
| Employer contribution / active EE | $0 | $4,694-100.0% | $4,013-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $3,111 | $6,941-55.2% | $6,223-50.0% | $6,713-53.7% |
| Admin fee / account holder | $2,004 | $10,726-81.3% | $9,017-77.8% | $11,407-82.4% |