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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 | $13,594 | $160,070-91.5% | $147,117-90.8% | $145,897-90.7% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.1pp | 80.3%+3.0pp |
| Annual return | 21.83% | 98.69%-76.9pp | 420.54%-398.7pp | 552.29%-530.5pp |
| Employer contribution / active EE | $1,446 | $5,285-72.6% | $4,932-70.7% | $4,663-69.0% |
| Participant deferral / active EE | $3,438 | $8,419-59.2% | $8,065-57.4% | $6,689-48.6% |
| Admin fee / account holder | $597 | $15,035-96.0% | $12,993-95.4% | $13,390-95.5% |