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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 | $17,592 | $162,136-89.1% | $152,301-88.4% | $154,746-88.6% |
| Participation rate | 85.0% | 84.1%+0.9pp | 82.4%+2.6pp | 80.7%+4.3pp |
| Annual return | 179.05% | 91.02%+88.0pp | 80.50%+98.5pp | 172.34%+6.7pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $15,236 | $8,341+82.7% | $8,004+90.4% | $6,730+126.4% |
| Admin fee / account holder | $2,939 | $15,759-81.4% | $14,398-79.6% | $14,365-79.5% |