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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 | $16,657 | $160,040-89.6% | $147,096-88.7% | $145,877-88.6% |
| Participation rate | 78.6% | 84.0%-5.4pp | 82.2%-3.6pp | 80.3%-1.7pp |
| Annual return | 23.80% | 98.49%-74.7pp | 419.75%-396.0pp | 551.28%-527.5pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $6,772 | $8,429-19.7% | $8,071-16.1% | $6,691+1.2% |
| Admin fee / account holder | $814 | $15,050-94.6% | $13,005-93.7% | $13,402-93.9% |