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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 | $13,615 | $159,978-91.5% | $147,041-90.7% | $145,978-90.7% |
| Participation rate | 72.7% | 84.0%-11.3pp | 82.2%-9.4pp | 80.3%-7.6pp |
| Annual return | 15.21% | 98.36%-83.2pp | 419.21%-404.0pp | 550.52%-535.3pp |
| Employer contribution / active EE | $1,265 | $5,288-76.1% | $4,935-74.4% | $4,662-72.9% |
| Participant deferral / active EE | $4,292 | $8,429-49.1% | $8,071-46.8% | $6,690-35.8% |
| Admin fee / account holder | $4,770 | $15,053-68.3% | $13,006-63.3% | $13,400-64.4% |