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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 | $14,936 | $176,077-91.5% | $159,455-90.6% | $167,518-91.1% |
| Participation rate | 79.2% | 84.9%-5.8pp | 82.8%-3.7pp | 82.1%-2.9pp |
| Annual return | 28.10% | 331.83%-303.7pp | 263.63%-235.5pp | 478.71%-450.6pp |
| Employer contribution / active EE | $0 | $5,298-100.0% | $4,830-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $8,424 | $7,751+8.7% | $7,353+14.6% | $6,342+32.8% |
| Admin fee / account holder | $1,938 | $12,556-84.6% | $10,800-82.1% | $12,312-84.3% |