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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 | $12,586 | $154,193-91.8% | $130,045-90.3% | $139,466-91.0% |
| Participation rate | 90.9% | 82.0%+8.9pp | 78.5%+12.4pp | 80.3%+10.6pp |
| Annual return | 21.63% | 32.51%-10.9pp | -137.30%+158.9pp | 373.66%-352.0pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,321-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $5,980 | $6,709-10.9% | $5,820+2.7% | $6,712-10.9% |
| Admin fee / account holder | $1,431 | $13,989-89.8% | $10,600-86.5% | $11,409-87.5% |