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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 | $5,764 | $110,379-94.8% | $102,412-94.4% | $145,884-96.0% |
| Participation rate | 92.9% | 77.9%+14.9pp | 74.5%+18.4pp | 80.3%+12.6pp |
| Annual return | 105.54% | 24.84%+80.7pp | 24.94%+80.6pp | 551.85%-446.3pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,353 | $5,622-58.1% | $5,060-53.5% | $6,690-64.8% |
| Admin fee / account holder | $845 | $9,745-91.3% | $8,388-89.9% | $13,392-93.7% |