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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 | $8,322 | $160,040-94.8% | $147,096-94.3% | $145,877-94.3% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.8pp | 80.3%-8.9pp |
| Annual return | 42.30% | 98.49%-56.2pp | 419.75%-377.4pp | 551.28%-509.0pp |
| Employer contribution / active EE | $2,090 | $5,289-60.5% | $4,936-57.7% | $4,663-55.2% |
| Participant deferral / active EE | $2,710 | $8,429-67.8% | $8,071-66.4% | $6,691-59.5% |
| Admin fee / account holder | $1,738 | $15,050-88.4% | $13,005-86.6% | $13,402-87.0% |