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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 | $22,878 | $152,592-85.0% | $125,180-81.7% | $152,885-85.0% |
| Participation rate | 70.6% | 83.3%-12.8pp | 79.8%-9.2pp | 82.5%-11.9pp |
| Annual return | 22.91% | 54.84%-31.9pp | 43.79%-20.9pp | 345.39%-322.5pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,131 | $5,868-63.7% | $4,937-56.8% | $5,851-63.6% |
| Admin fee / account holder | $2,413 | $13,435-82.0% | $9,703-75.1% | $11,598-79.2% |