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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 | $16,967 | $160,040-89.4% | $147,096-88.5% | $145,877-88.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 72.32% | 98.49%-26.2pp | 419.75%-347.4pp | 551.28%-479.0pp |
| Employer contribution / active EE | $1,593 | $5,289-69.9% | $4,936-67.7% | $4,663-65.8% |
| Participant deferral / active EE | $3,395 | $8,429-59.7% | $8,071-57.9% | $6,691-49.3% |
| Admin fee / account holder | $988 | $15,050-93.4% | $13,005-92.4% | $13,402-92.6% |