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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 | $17,363 | $160,028-89.1% | $147,080-88.2% | $145,884-88.1% |
| Participation rate | 76.9% | 84.0%-7.1pp | 82.2%-5.3pp | 80.3%-3.4pp |
| Annual return | 12.62% | 98.60%-86.0pp | 420.17%-407.5pp | 551.85%-539.2pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $5,926 | $8,422-29.6% | $8,066-26.5% | $6,690-11.4% |
| Admin fee / account holder | $513 | $15,030-96.6% | $12,989-96.0% | $13,392-96.2% |