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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 | $50,224 | $538,095-90.7% | $477,111-89.5% | $382,429-86.9% |
| Participation rate | 0.0% | 90.5%-90.5pp | 88.9%-88.9pp | 87.7%-87.7pp |
| Annual return | 16.15% | 104.06%-87.9pp | 101.90%-85.7pp | 248.85%-232.7pp |
| Employer contribution / active EE | $0 | $9,361-100.0% | $8,708-100.0% | $8,036-100.0% |
| Participant deferral / active EE | $0 | $7,856-100.0% | $7,539-100.0% | $5,727-100.0% |
| Admin fee / account holder | $1,429 | $48,739-97.1% | $42,132-96.6% | $30,732-95.4% |