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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 | $15,245 | $176,105-91.3% | $159,474-90.4% | $167,536-90.9% |
| Participation rate | 75.0% | 85.0%-10.0pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 11.83% | 331.91%-320.1pp | 263.68%-251.9pp | 478.82%-467.0pp |
| Employer contribution / active EE | $1,081 | $5,299-79.6% | $4,831-77.6% | $4,839-77.7% |
| Participant deferral / active EE | $3,953 | $7,751-49.0% | $7,353-46.2% | $6,342-37.7% |
| Admin fee / account holder | $591 | $12,559-95.3% | $10,802-94.5% | $12,315-95.2% |