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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 | $9,977 | $159,978-93.8% | $147,041-93.2% | $145,978-93.2% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 12.27% | 98.36%-86.1pp | 419.21%-406.9pp | 550.52%-538.3pp |
| Employer contribution / active EE | $3,364 | $5,288-36.4% | $4,935-31.8% | $4,662-27.8% |
| Participant deferral / active EE | $6,177 | $8,429-26.7% | $8,071-23.5% | $6,690-7.7% |
| Admin fee / account holder | $5,353 | $15,053-64.4% | $13,006-58.8% | $13,400-60.1% |