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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 | $12,710 | $157,296-91.9% | $141,191-91.0% | $152,897-91.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 28.70% | 64.34%-35.6pp | 71.41%-42.7pp | 345.43%-316.7pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $5,617 | $7,111-21.0% | $6,710-16.3% | $5,851-4.0% |
| Admin fee / account holder | $2,425 | $12,125-80.0% | $10,264-76.4% | $11,599-79.1% |