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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 | $8,914 | $159,978-94.4% | $147,041-93.9% | $145,978-93.9% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 12.84% | 98.36%-85.5pp | 419.21%-406.4pp | 550.52%-537.7pp |
| Employer contribution / active EE | $2,439 | $5,288-53.9% | $4,935-50.6% | $4,662-47.7% |
| Participant deferral / active EE | $4,195 | $8,429-50.2% | $8,071-48.0% | $6,690-37.3% |
| Admin fee / account holder | $987 | $15,053-93.4% | $13,006-92.4% | $13,400-92.6% |