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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 | $14,627 | $160,070-90.9% | $147,117-90.1% | $145,897-90.0% |
| Participation rate | 90.5% | 84.0%+6.5pp | 82.2%+8.3pp | 80.3%+10.2pp |
| Annual return | 10.93% | 98.69%-87.8pp | 420.54%-409.6pp | 552.29%-541.4pp |
| Employer contribution / active EE | $1,727 | $5,285-67.3% | $4,932-65.0% | $4,663-63.0% |
| Participant deferral / active EE | $3,964 | $8,419-52.9% | $8,065-50.8% | $6,689-40.7% |
| Admin fee / account holder | $341 | $15,035-97.7% | $12,993-97.4% | $13,390-97.5% |