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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 | $160,040-90.9% | $147,096-90.1% | $145,877-90.0% |
| Participation rate | 90.5% | 84.0%+6.5pp | 82.2%+8.3pp | 80.3%+10.2pp |
| Annual return | 10.93% | 98.49%-87.6pp | 419.75%-408.8pp | 551.28%-540.3pp |
| Employer contribution / active EE | $1,727 | $5,289-67.3% | $4,936-65.0% | $4,663-63.0% |
| Participant deferral / active EE | $3,964 | $8,429-53.0% | $8,071-50.9% | $6,691-40.8% |
| Admin fee / account holder | $341 | $15,050-97.7% | $13,005-97.4% | $13,402-97.5% |