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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 | $4,432 | $175,231-97.5% | $149,696-97.0% | $139,466-96.8% |
| Participation rate | 88.9% | 83.4%+5.5pp | 78.8%+10.1pp | 80.3%+8.6pp |
| Annual return | 36.43% | 166.77%-130.3pp | 134.46%-98.0pp | 373.66%-337.2pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,922 | $6,521-55.2% | $5,682-48.6% | $6,712-56.5% |
| Admin fee / account holder | $432 | $16,155-97.3% | $13,212-96.7% | $11,409-96.2% |