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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 | $12,758 | $160,028-92.0% | $147,080-91.3% | $145,884-91.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.72% | 98.60%-84.9pp | 420.17%-406.4pp | 551.85%-538.1pp |
| Employer contribution / active EE | $2,614 | $5,286-50.6% | $4,933-47.0% | $4,662-43.9% |
| Participant deferral / active EE | $8,715 | $8,422+3.5% | $8,066+8.0% | $6,690+30.3% |
| Admin fee / account holder | $1,724 | $15,030-88.5% | $12,989-86.7% | $13,392-87.1% |