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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 | $7,566 | $160,070-95.3% | $147,117-94.9% | $145,897-94.8% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 12.74% | 98.69%-85.9pp | 420.54%-407.8pp | 552.29%-539.6pp |
| Employer contribution / active EE | $1,811 | $5,285-65.7% | $4,932-63.3% | $4,663-61.2% |
| Participant deferral / active EE | $4,687 | $8,419-44.3% | $8,065-41.9% | $6,689-29.9% |
| Admin fee / account holder | $2,638 | $15,035-82.5% | $12,993-79.7% | $13,390-80.3% |