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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 | $10,087 | $148,582-93.2% | $135,942-92.6% | $139,456-92.8% |
| Participation rate | 72.7% | 83.9%-11.1pp | 81.9%-9.2pp | 80.3%-7.6pp |
| Annual return | 30.72% | 79.26%-48.5pp | 68.28%-37.6pp | 373.45%-342.7pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,858-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $5,220 | $8,101-35.6% | $7,759-32.7% | $6,711-22.2% |
| Admin fee / account holder | $878 | $12,402-92.9% | $10,764-91.8% | $11,407-92.3% |