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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 | $10,504 | $160,070-93.4% | $147,117-92.9% | $145,897-92.8% |
| Participation rate | 77.3% | 84.0%-6.8pp | 82.2%-4.9pp | 80.3%-3.0pp |
| Annual return | 30.35% | 98.69%-68.3pp | 420.54%-390.2pp | 552.29%-521.9pp |
| Employer contribution / active EE | $1,561 | $5,285-70.5% | $4,932-68.4% | $4,663-66.5% |
| Participant deferral / active EE | $3,908 | $8,419-53.6% | $8,065-51.5% | $6,689-41.6% |
| Admin fee / account holder | $308 | $15,035-97.9% | $12,993-97.6% | $13,390-97.7% |