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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 | $13,550 | $160,070-91.5% | $147,117-90.8% | $145,897-90.7% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.8pp | 80.3%-8.9pp |
| Annual return | 14.64% | 98.69%-84.1pp | 420.54%-405.9pp | 552.29%-537.7pp |
| Employer contribution / active EE | $1,247 | $5,285-76.4% | $4,932-74.7% | $4,663-73.2% |
| Participant deferral / active EE | $2,707 | $8,419-67.9% | $8,065-66.4% | $6,689-59.5% |
| Admin fee / account holder | $910 | $15,035-93.9% | $12,993-93.0% | $13,390-93.2% |