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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 | $6,474 | $183,592-96.5% | $155,574-95.8% | $145,877-95.6% |
| Participation rate | 81.3% | 82.7%-1.4pp | 78.2%+3.0pp | 80.3%+0.9pp |
| Annual return | 10.33% | 61.37%-51.0pp | 64.87%-54.5pp | 551.28%-541.0pp |
| Employer contribution / active EE | $0 | $5,317-100.0% | $4,676-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,953 | $6,466-54.3% | $5,629-47.6% | $6,691-55.9% |
| Admin fee / account holder | $2,299 | $19,316-88.1% | $15,914-85.6% | $13,402-82.8% |