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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 | $13,786 | $160,070-91.4% | $147,117-90.6% | $145,897-90.6% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.8pp | 80.3%-8.9pp |
| Annual return | 15.62% | 98.69%-83.1pp | 420.54%-404.9pp | 552.29%-536.7pp |
| Employer contribution / active EE | $1,452 | $5,285-72.5% | $4,932-70.6% | $4,663-68.9% |
| Participant deferral / active EE | $6,378 | $8,419-24.2% | $8,065-20.9% | $6,689-4.7% |
| Admin fee / account holder | $496 | $15,035-96.7% | $12,993-96.2% | $13,390-96.3% |