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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 | $6,375 | $159,978-96.0% | $147,041-95.7% | $145,978-95.6% |
| Participation rate | 72.7% | 84.0%-11.3pp | 82.2%-9.4pp | 80.3%-7.6pp |
| Annual return | 20.05% | 98.36%-78.3pp | 419.21%-399.2pp | 550.52%-530.5pp |
| Employer contribution / active EE | $0 | $5,288-100.0% | $4,935-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,613 | $8,429-57.1% | $8,071-55.2% | $6,690-46.0% |
| Admin fee / account holder | $1,047 | $15,053-93.0% | $13,006-92.0% | $13,400-92.2% |