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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 | $7,462 | $138,102-94.6% | $125,381-94.0% | $134,532-94.5% |
| Participation rate | 76.5% | 84.5%-8.0pp | 82.4%-5.9pp | 81.2%-4.8pp |
| Annual return | 6.81% | 750.73%-743.9pp | 572.31%-565.5pp | 418.27%-411.5pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,777 | $7,801-51.6% | $7,448-49.3% | $6,401-41.0% |
| Admin fee / account holder | $1,000 | $11,568-91.4% | $10,007-90.0% | $11,429-91.3% |