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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 | $10,581 | $160,028-93.4% | $147,080-92.8% | $145,884-92.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.18% | 98.60%-86.4pp | 420.17%-408.0pp | 551.85%-539.7pp |
| Employer contribution / active EE | $2,438 | $5,286-53.9% | $4,933-50.6% | $4,662-47.7% |
| Participant deferral / active EE | $3,329 | $8,422-60.5% | $8,066-58.7% | $6,690-50.2% |
| Admin fee / account holder | $344 | $15,030-97.7% | $12,989-97.4% | $13,392-97.4% |