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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 | $21,843 | $166,268-86.9% | $165,100-86.8% | $145,897-85.0% |
| Participation rate | 77.3% | 82.0%-4.7pp | 78.6%-1.4pp | 80.3%-3.0pp |
| Annual return | 13.44% | 100.52%-87.1pp | 70.21%-56.8pp | 552.29%-538.9pp |
| Employer contribution / active EE | $0 | $5,284-100.0% | $4,348-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,920 | $6,964-58.1% | $6,035-51.6% | $6,689-56.4% |
| Admin fee / account holder | $3,601 | $16,659-78.4% | $12,696-71.6% | $13,390-73.1% |