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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 | $6,374 | $166,242-96.2% | $165,071-96.1% | $145,884-95.6% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 13.09% | 100.44%-87.4pp | 70.17%-57.1pp | 551.85%-538.8pp |
| Employer contribution / active EE | $0 | $5,283-100.0% | $4,347-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,677 | $6,964-47.2% | $6,035-39.1% | $6,690-45.0% |
| Admin fee / account holder | $321 | $16,658-98.1% | $12,695-97.5% | $13,392-97.6% |