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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 | $8,749 | $175,257-95.0% | $149,717-94.2% | $139,456-93.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 18.68% | 166.70%-148.0pp | 134.41%-115.7pp | 373.45%-354.8pp |
| Employer contribution / active EE | $0 | $5,477-100.0% | $4,820-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $3,813 | $6,521-41.5% | $5,682-32.9% | $6,711-43.2% |
| Admin fee / account holder | $531 | $16,156-96.7% | $13,213-96.0% | $11,407-95.3% |