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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 | $13,612 | $160,028-91.5% | $147,080-90.7% | $145,884-90.7% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 12.84% | 98.60%-85.8pp | 420.17%-407.3pp | 551.85%-539.0pp |
| Employer contribution / active EE | $2,012 | $5,286-61.9% | $4,933-59.2% | $4,662-56.9% |
| Participant deferral / active EE | $3,264 | $8,422-61.2% | $8,066-59.5% | $6,690-51.2% |
| Admin fee / account holder | $5,442 | $15,030-63.8% | $12,989-58.1% | $13,392-59.4% |