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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 | $3,539 | $160,040-97.8% | $147,096-97.6% | $145,877-97.6% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 28.11% | 98.49%-70.4pp | 419.75%-391.6pp | 551.28%-523.2pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,789 | $8,429-66.9% | $8,071-65.4% | $6,691-58.3% |
| Admin fee / account holder | $392 | $15,050-97.4% | $13,005-97.0% | $13,402-97.1% |