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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 | $9,964 | $159,978-93.8% | $147,041-93.2% | $145,978-93.2% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 14.41% | 98.36%-84.0pp | 419.21%-404.8pp | 550.52%-536.1pp |
| Employer contribution / active EE | $2,040 | $5,288-61.4% | $4,935-58.7% | $4,662-56.2% |
| Participant deferral / active EE | $3,946 | $8,429-53.2% | $8,071-51.1% | $6,690-41.0% |
| Admin fee / account holder | $750 | $15,053-95.0% | $13,006-94.2% | $13,400-94.4% |