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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 | $16,012 | $160,070-90.0% | $147,117-89.1% | $145,897-89.0% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 13.21% | 98.69%-85.5pp | 420.54%-407.3pp | 552.29%-539.1pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,943 | $8,419-53.2% | $8,065-51.1% | $6,689-41.1% |
| Admin fee / account holder | $421 | $15,035-97.2% | $12,993-96.8% | $13,390-96.9% |