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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 | $11,834 | $165,361-92.8% | $149,715-92.1% | $158,950-92.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.98% | 348.24%-334.3pp | 276.66%-262.7pp | 302.91%-288.9pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $6,893 | $7,182-4.0% | $6,842+0.7% | $5,983+15.2% |
| Admin fee / account holder | $3,532 | $10,808-67.3% | $9,310-62.1% | $11,248-68.6% |