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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 | $19,918 | $166,131-88.0% | $164,975-87.9% | $145,877-86.3% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.6%+1.4pp | 80.3%-0.3pp |
| Annual return | 20.98% | 100.37%-79.4pp | 70.12%-49.1pp | 551.28%-530.3pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $18,243 | $6,962+162.0% | $6,033+202.4% | $6,691+172.7% |
| Admin fee / account holder | $4,694 | $16,648-71.8% | $12,688-63.0% | $13,402-65.0% |