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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 | $15,387 | $178,174-91.4% | $156,181-90.1% | $137,256-88.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 29.93% | 84.19%-54.3pp | 64.87%-34.9pp | 220.34%-190.4pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $9,867 | $6,888+43.3% | $6,132+60.9% | $6,407+54.0% |
| Admin fee / account holder | $3,370 | $17,404-80.6% | $14,586-76.9% | $12,270-72.5% |