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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 | $12,965 | $160,070-91.9% | $147,117-91.2% | $145,897-91.1% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.7pp | 80.3%+10.6pp |
| Annual return | 14.21% | 98.69%-84.5pp | 420.54%-406.3pp | 552.29%-538.1pp |
| Employer contribution / active EE | $2,929 | $5,285-44.6% | $4,932-40.6% | $4,663-37.2% |
| Participant deferral / active EE | $4,966 | $8,419-41.0% | $8,065-38.4% | $6,689-25.8% |
| Admin fee / account holder | $1,332 | $15,035-91.1% | $12,993-89.7% | $13,390-90.1% |