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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 | $12,390 | $148,623-91.7% | $135,974-90.9% | $139,466-91.1% |
| Participation rate | 73.9% | 83.9%-10.0pp | 81.9%-8.0pp | 80.3%-6.4pp |
| Annual return | 17.31% | 79.30%-62.0pp | 68.30%-51.0pp | 373.66%-356.4pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $3,033 | $8,103-62.6% | $7,760-60.9% | $6,712-54.8% |
| Admin fee / account holder | $2,450 | $12,406-80.3% | $10,767-77.2% | $11,409-78.5% |