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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 | $9,519 | $160,040-94.1% | $147,096-93.5% | $145,877-93.5% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 12.87% | 98.49%-85.6pp | 419.75%-406.9pp | 551.28%-538.4pp |
| Employer contribution / active EE | $1,777 | $5,289-66.4% | $4,936-64.0% | $4,663-61.9% |
| Participant deferral / active EE | $4,178 | $8,429-50.4% | $8,071-48.2% | $6,691-37.5% |
| Admin fee / account holder | $3,017 | $15,050-80.0% | $13,005-76.8% | $13,402-77.5% |