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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 | $10,549 | $185,883-94.3% | $170,043-93.8% | $139,466-92.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 52.91% | 60.54%-7.6pp | 53.40%-0.5pp | 373.66%-320.8pp |
| Employer contribution / active EE | $0 | $7,596-100.0% | $6,790-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $8,857 | $11,626-23.8% | $10,410-14.9% | $6,712+32.0% |
| Admin fee / account holder | $728 | $15,393-95.3% | $12,824-94.3% | $11,409-93.6% |