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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 | $14,279 | $160,028-91.1% | $147,080-90.3% | $145,884-90.2% |
| Participation rate | 77.3% | 84.0%-6.7pp | 82.2%-4.9pp | 80.3%-3.0pp |
| Annual return | 35.02% | 98.60%-63.6pp | 420.17%-385.2pp | 551.85%-516.8pp |
| Employer contribution / active EE | $1,563 | $5,286-70.4% | $4,933-68.3% | $4,662-66.5% |
| Participant deferral / active EE | $3,288 | $8,422-61.0% | $8,066-59.2% | $6,690-50.9% |
| Admin fee / account holder | $535 | $15,030-96.4% | $12,989-95.9% | $13,392-96.0% |